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 | $14,676 | $72,177-79.7% | $115,037-87.2% | $59,632-75.4% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | -4.50% | 12.02%-16.5pp | 26.14%-30.6pp | 2041.28%-2045.8pp |
| Employer contribution / active EE | $484 | $2,841-83.0% | $4,608-89.5% | $2,203-78.0% |
| Participant deferral / active EE | $1,635 | $4,783-65.8% | $6,026-72.9% | $3,192-48.8% |
| Admin fee / account holder | $1,182 | $4,927-76.0% | $8,175-85.5% | $4,297-72.5% |