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 | $28,871 | $71,516-59.6% | $98,439-70.7% | $71,457-59.6% |
| Participation rate | 25.4% | 72.7%-47.3pp | 75.2%-49.7pp | 67.9%-42.5pp |
| Annual return | 13.36% | 32.41%-19.1pp | 21.16%-7.8pp | 28.85%-15.5pp |
| Employer contribution / active EE | $674 | $2,399-71.9% | $3,048-77.9% | $2,588-73.9% |
| Participant deferral / active EE | $1,099 | $4,109-73.2% | $4,738-76.8% | $4,289-74.4% |
| Admin fee / account holder | $2,664 | $1,675+59.1% | $8,948-70.2% | $1,587+67.9% |