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 | $12,220 | $103,376-88.2% | $87,100-86.0% | $152,861-92.0% |
| Participation rate | 52.9% | 79.3%-26.4pp | 76.9%-23.9pp | 82.4%-29.5pp |
| Annual return | 10.19% | 28.10%-17.9pp | 28.19%-18.0pp | 345.32%-335.1pp |
| Employer contribution / active EE | $812 | $3,220-74.8% | $2,521-67.8% | $4,762-83.0% |
| Participant deferral / active EE | $1,506 | $4,778-68.5% | $4,049-62.8% | $5,850-74.3% |
| Admin fee / account holder | $3,888 | $12,205-68.1% | $7,497-48.1% | $11,596-66.5% |