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 | $11,490 | $63,299-81.8% | $91,001-87.4% | $62,292-81.6% |
| Participation rate | 41.0% | 73.3%-32.4pp | 75.6%-34.6pp | 69.5%-28.6pp |
| Annual return | 10.08% | 20.99%-10.9pp | 4.60%+5.5pp | 28.90%-18.8pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $981 | $2,943-66.7% | $3,547-72.4% | $3,169-69.1% |
| Admin fee / account holder | $1,146 | $468+145.1% | $5,417-78.8% | $479+139.1% |