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 | $7,620 | $91,190-91.6% | $178,490-95.7% | $79,858-90.5% |
| Participation rate | 46.8% | 69.2%-22.4pp | 81.9%-35.1pp | 69.6%-22.9pp |
| Annual return | 1.82% | 24.19%-22.4pp | 151.07%-149.3pp | 31.71%-29.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $416 | $3,236-87.1% | $5,202-92.0% | $3,740-88.9% |
| Admin fee / account holder | $1,909 | $6,751-71.7% | $13,984-86.4% | $5,306-64.0% |