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 | $10,425 | $53,127-80.4% | $86,590-88.0% | $70,131-85.1% |
| Participation rate | 58.9% | 65.3%-6.4pp | 73.5%-14.6pp | 69.5%-10.6pp |
| Annual return | 12.36% | 27.66%-15.3pp | 964.84%-952.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $626 | $2,696-76.8% | $3,609-82.6% | $3,332-81.2% |
| Admin fee / account holder | $1,838 | $3,585-48.7% | $4,906-62.5% | $4,645-60.4% |