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 | $4,091 | $48,046-91.5% | $84,611-95.2% | $72,985-94.4% |
| Participation rate | 38.5% | 57.6%-19.1pp | 68.2%-29.8pp | 69.5%-31.0pp |
| Annual return | 9.38% | 37.38%-28.0pp | 258.74%-249.4pp | 81.00%-71.6pp |
| Employer contribution / active EE | $286 | $1,602-82.2% | $2,652-89.2% | $2,440-88.3% |
| Participant deferral / active EE | $466 | $2,680-82.6% | $3,899-88.0% | $3,607-87.1% |
| Admin fee / account holder | $4,670 | $3,395+37.6% | $4,912-4.9% | $5,124-8.9% |