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 | $4,860 | $80,717-94.0% | $154,803-96.9% | $84,808-94.3% |
| Participation rate | 44.6% | 66.8%-22.2pp | 78.1%-33.5pp | 68.3%-23.7pp |
| Annual return | 7.24% | 37.96%-30.7pp | 58.88%-51.6pp | 40.90%-33.7pp |
| Employer contribution / active EE | $369 | $2,761-86.6% | $4,305-91.4% | $2,631-86.0% |
| Participant deferral / active EE | $385 | $3,303-88.4% | $5,540-93.1% | $4,212-90.9% |
| Admin fee / account holder | $1,069 | $6,746-84.1% | $14,329-92.5% | $7,344-85.4% |