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 | $26,481 | $82,978-68.1% | $129,995-79.6% | $71,457-62.9% |
| Participation rate | 31.7% | 74.1%-42.3pp | 78.5%-46.8pp | 67.9%-36.2pp |
| Annual return | 13.12% | 20.60%-7.5pp | -137.18%+150.3pp | 28.85%-15.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,586 | $4,432-64.2% | $5,820-72.7% | $4,289-63.0% |
| Admin fee / account holder | $9,067 | $1,729+424.4% | $10,614-14.6% | $1,587+471.2% |