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 | $12,288 | $72,277-83.0% | $101,248-87.9% | $79,858-84.6% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 0.03% | 22.30%-22.3pp | 46.47%-46.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $693 | $2,692-74.2% | $3,660-81.1% | $2,471-71.9% |
| Participant deferral / active EE | $472 | $3,282-85.6% | $4,370-89.2% | $3,740-87.4% |
| Admin fee / account holder | $4,337 | $4,400-1.4% | $5,945-27.1% | $5,306-18.3% |