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 | $7,843 | $79,944-90.2% | $98,439-92.0% | $75,163-89.6% |
| Participation rate | 69.7% | 70.4%-0.7pp | 75.2%-5.5pp | 67.2%+2.5pp |
| Annual return | 10.63% | 19.75%-9.1pp | 21.16%-10.5pp | 160.62%-150.0pp |
| Employer contribution / active EE | $951 | $2,264-58.0% | $3,048-68.8% | $2,670-64.4% |
| Participant deferral / active EE | $777 | $3,752-79.3% | $4,738-83.6% | $4,125-81.2% |
| Admin fee / account holder | $762 | $6,840-88.9% | $8,948-91.5% | $5,651-86.5% |