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 | $10,468 | $87,870-88.1% | $113,168-90.8% | $74,304-85.9% |
| Participation rate | 20.5% | 70.7%-50.3pp | 76.6%-56.1pp | 60.3%-39.9pp |
| Annual return | 12.78% | 26.44%-13.7pp | 24.27%-11.5pp | 29.43%-16.7pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $592 | $4,241-86.0% | $5,107-88.4% | $3,767-84.3% |
| Admin fee / account holder | $1,082 | $3,368-67.9% | $12,068-91.0% | $2,969-63.5% |