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 | $21,077 | $127,386-83.5% | $115,037-81.7% | $125,391-83.2% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | -4.75% | 31.28%-36.0pp | 26.14%-30.9pp | 282.22%-287.0pp |
| Employer contribution / active EE | $1,533 | $5,166-70.3% | $4,608-66.7% | $4,866-68.5% |
| Participant deferral / active EE | $1,816 | $6,423-71.7% | $6,026-69.9% | $5,352-66.1% |
| Admin fee / account holder | $546 | $9,516-94.3% | $8,175-93.3% | $9,540-94.3% |