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 | $9,041 | $72,277-87.5% | $101,248-91.1% | $79,858-88.7% |
| Participation rate | 62.2% | 68.5%-6.2pp | 75.8%-13.6pp | 69.6%-7.4pp |
| Annual return | 8.01% | 22.30%-14.3pp | 46.47%-38.5pp | 31.71%-23.7pp |
| Employer contribution / active EE | $2,220 | $2,692-17.5% | $3,660-39.3% | $2,471-10.1% |
| Participant deferral / active EE | $455 | $3,282-86.1% | $4,370-89.6% | $3,740-87.8% |
| Admin fee / account holder | $1,924 | $4,400-56.3% | $5,945-67.6% | $5,306-63.7% |