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 | $11,726 | $65,365-82.1% | $92,893-87.4% | $72,985-83.9% |
| Participation rate | 46.4% | 68.3%-21.9pp | 76.0%-29.6pp | 69.5%-23.1pp |
| Annual return | 15.38% | 42.10%-26.7pp | 109.41%-94.0pp | 81.00%-65.6pp |
| Employer contribution / active EE | $671 | $2,594-74.1% | $3,653-81.6% | $2,440-72.5% |
| Participant deferral / active EE | $764 | $3,128-75.6% | $4,236-82.0% | $3,607-78.8% |
| Admin fee / account holder | $3,325 | $4,251-21.8% | $5,794-42.6% | $5,124-35.1% |