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 | $15,614 | $107,334-85.5% | $92,893-83.2% | $152,861-89.8% |
| Participation rate | 7.7% | 79.8%-72.1pp | 76.0%-68.3pp | 82.4%-74.8pp |
| Annual return | 10.35% | 145.58%-135.2pp | 109.41%-99.1pp | 345.32%-335.0pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $349 | $4,845-92.8% | $4,236-91.8% | $5,850-94.0% |
| Admin fee / account holder | $4,112 | $7,079-41.9% | $5,794-29.0% | $11,596-64.5% |