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 | $9,473 | $100,901-90.6% | $75,670-87.5% | $147,584-93.6% |
| Participation rate | 20.0% | 77.1%-57.1pp | 72.3%-52.3pp | 82.8%-62.8pp |
| Annual return | 5.39% | 35.78%-30.4pp | 27.34%-22.0pp | 578.55%-573.2pp |
| Employer contribution / active EE | $319 | $3,253-90.2% | $2,352-86.5% | $4,876-93.5% |
| Participant deferral / active EE | $398 | $4,027-90.1% | $3,142-87.3% | $5,439-92.7% |
| Admin fee / account holder | $788 | $11,285-93.0% | $5,800-86.4% | $10,885-92.8% |