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 | $14,696 | $65,365-77.5% | $92,893-84.2% | $72,985-79.9% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 4.84% | 42.10%-37.3pp | 109.41%-104.6pp | 81.00%-76.2pp |
| Employer contribution / active EE | $2,275 | $2,594-12.3% | $3,653-37.7% | $2,440-6.8% |
| Participant deferral / active EE | $104 | $3,128-96.7% | $4,236-97.5% | $3,607-97.1% |
| Admin fee / account holder | $3,737 | $4,251-12.1% | $5,794-35.5% | $5,124-27.1% |