See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,097 | $123,793-83.8% | $177,821-88.7% | $79,858-74.8% |
| Participation rate | 37.8% | 84.7%-46.8pp | 87.7%-49.9pp | 69.6%-31.8pp |
| Annual return | 9.34% | 22.82%-13.5pp | 48.32%-39.0pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,256 | $4,095-69.3% | $5,918-78.8% | $2,471-49.2% |
| Participant deferral / active EE | $1,312 | $5,956-78.0% | $7,714-83.0% | $3,740-64.9% |
| Admin fee / account holder | $5,368 | $7,243-25.9% | $12,427-56.8% | $5,306+1.2% |