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 | $7,854 | $80,138-90.2% | $130,231-94.0% | $71,457-89.0% |
| Participation rate | 10.9% | 71.0%-60.1pp | 76.3%-65.4pp | 67.9%-57.0pp |
| Annual return | 12.30% | 16.81%-4.5pp | 38.77%-26.5pp | 28.85%-16.5pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $4,126-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $219 | $4,641-95.3% | $6,799-96.8% | $4,289-94.9% |
| Admin fee / account holder | $3,280 | $1,035+217.0% | $6,020-45.5% | $1,587+106.7% |