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 | $9,028 | $49,915-81.9% | $154,803-94.2% | $74,304-87.8% |
| Participation rate | 36.1% | 54.0%-17.9pp | 78.1%-42.0pp | 60.3%-24.3pp |
| Annual return | 11.03% | 34.06%-23.0pp | 58.88%-47.9pp | 29.43%-18.4pp |
| Employer contribution / active EE | $425 | $1,611-73.6% | $4,305-90.1% | $2,241-81.0% |
| Participant deferral / active EE | $277 | $2,255-87.7% | $5,540-95.0% | $3,767-92.6% |
| Admin fee / account holder | $1,321 | $2,189-39.6% | $14,329-90.8% | $2,969-55.5% |