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 | $18,707 | $48,364-61.3% | $71,796-73.9% | $62,891-70.3% |
| Participation rate | 56.9% | 60.6%-3.8pp | 69.1%-12.2pp | 69.3%-12.4pp |
| Annual return | 4.52% | 13.16%-8.6pp | 78.04%-73.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $867 | $2,091-58.5% | $2,794-69.0% | $3,203-72.9% |
| Admin fee / account holder | $5,169 | $3,771+37.1% | $4,815+7.3% | $4,296+20.3% |