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 | $22,748 | $95,453-76.2% | $112,040-79.7% | $82,448-72.4% |
| Participation rate | 55.3% | 72.8%-17.4pp | 76.5%-21.2pp | 68.1%-12.7pp |
| Annual return | 8.62% | 23.92%-15.3pp | 24.52%-15.9pp | 41.64%-33.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $154 | $4,224-96.3% | $5,098-97.0% | $4,139-96.3% |
| Admin fee / account holder | $1,423 | $9,013-84.2% | $12,098-88.2% | $7,234-80.3% |