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 | $7,697 | $87,013-91.2% | $106,213-92.8% | $80,856-90.5% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.6%-1.0pp |
| Annual return | 7.48% | 17.05%-9.6pp | 116.14%-108.7pp | 35.59%-28.1pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $477 | $3,986-88.0% | $5,016-90.5% | $4,296-88.9% |
| Admin fee / account holder | $1,262 | $8,431-85.0% | $11,033-88.6% | $6,918-81.8% |