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 | $10,646 | $85,766-87.6% | $136,294-92.2% | $70,131-84.8% |
| Participation rate | 65.4% | 74.2%-8.8pp | 81.9%-16.5pp | 69.5%-4.2pp |
| Annual return | 10.42% | 31.45%-21.0pp | 5155.94%-5145.5pp | 73.14%-62.7pp |
| Employer contribution / active EE | $2,500 | $2,966-15.7% | $4,695-46.8% | $2,342+6.7% |
| Participant deferral / active EE | $1,717 | $5,051-66.0% | $6,247-72.5% | $3,332-48.5% |
| Admin fee / account holder | $963 | $5,420-82.2% | $9,243-89.6% | $4,645-79.3% |