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 | $88,083-66.0% | $164,813-81.8% | $74,495-59.8% |
| Participation rate | 42.2% | 73.0%-30.9pp | 78.6%-36.4pp | 67.2%-25.0pp |
| Annual return | 7.30% | 17.26%-10.0pp | 69.93%-62.6pp | 1364.94%-1357.6pp |
| Employer contribution / active EE | $1,172 | $2,593-54.8% | $4,341-73.0% | $2,623-55.3% |
| Participant deferral / active EE | $2,133 | $4,498-52.6% | $6,031-64.6% | $4,346-50.9% |
| Admin fee / account holder | $730 | $2,234-67.3% | $12,690-94.2% | $1,942-62.4% |