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 | $17,045 | $86,286-80.2% | $111,297-84.7% | $85,850-80.1% |
| Participation rate | 10.4% | 73.3%-62.9pp | 77.3%-66.9pp | 69.3%-58.9pp |
| Annual return | 7.27% | 19.99%-12.7pp | 54.65%-47.4pp | 318.53%-311.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $178 | $3,641-95.1% | $4,487-96.0% | $3,952-95.5% |
| Admin fee / account holder | $22,932 | $8,188+180.1% | $7,964+188.0% | $6,260+266.3% |