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 | $8,056 | $67,606-88.1% | $82,313-90.2% | $70,131-88.5% |
| Participation rate | 12.9% | 72.8%-59.9pp | 76.9%-64.0pp | 69.5%-56.6pp |
| Annual return | 8.59% | 21.57%-13.0pp | 25.88%-17.3pp | 73.14%-64.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $314 | $2,987-89.5% | $3,706-91.5% | $3,332-90.6% |
| Admin fee / account holder | $6,392 | $4,512+41.7% | $5,608+14.0% | $4,645+37.6% |