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 | $20,958 | $80,673-74.0% | $101,326-79.3% | $84,808-75.3% |
| Participation rate | 42.6% | 77.8%-35.2pp | 81.5%-38.9pp | 68.3%-25.7pp |
| Annual return | 10.80% | 38.95%-28.2pp | 36.82%-26.0pp | 40.90%-30.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,014 | $6,840-85.2% | $7,994-87.3% | $4,212-75.9% |
| Admin fee / account holder | $8,313 | $12,784-35.0% | $11,185-25.7% | $7,344+13.2% |