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 | $13,555 | $91,538-85.2% | $129,995-89.6% | $75,163-82.0% |
| Participation rate | 65.4% | 71.4%-6.1pp | 78.5%-13.1pp | 67.2%-1.8pp |
| Annual return | 11.95% | -631.11%+643.1pp | -137.18%+149.1pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,221 | $2,845-57.1% | $4,320-71.7% | $2,670-54.3% |
| Participant deferral / active EE | $1,221 | $4,341-71.9% | $5,820-79.0% | $4,125-70.4% |
| Admin fee / account holder | $644 | $6,790-90.5% | $10,614-93.9% | $5,651-88.6% |