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 | $29,929 | $88,087-66.0% | $164,866-81.8% | $74,546-59.9% |
| Participation rate | 42.2% | 73.1%-30.9pp | 78.6%-36.4pp | 67.2%-25.0pp |
| Annual return | 7.30% | 17.27%-10.0pp | 69.97%-62.7pp | 1366.03%-1358.7pp |
| Employer contribution / active EE | $1,172 | $2,595-54.8% | $4,343-73.0% | $2,624-55.3% |
| Participant deferral / active EE | $2,133 | $4,499-52.6% | $6,033-64.7% | $4,347-50.9% |
| Admin fee / account holder | $730 | $2,232-67.3% | $12,689-94.2% | $1,944-62.4% |