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 | $21,764 | $86,922-75.0% | $102,438-78.8% | $80,874-73.1% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 10.23% | 18.90%-8.7pp | 29.37%-19.1pp | 35.62%-25.4pp |
| Employer contribution / active EE | $891 | $2,369-62.4% | $3,024-70.5% | $2,756-67.7% |
| Participant deferral / active EE | $1,462 | $4,119-64.5% | $5,054-71.1% | $4,297-66.0% |
| Admin fee / account holder | $1,334 | $8,050-83.4% | $9,448-85.9% | $6,935-80.8% |