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 | $13,714 | $98,750-86.1% | $149,696-90.8% | $79,858-82.8% |
| Participation rate | 65.8% | 75.8%-9.9pp | 82.5%-16.7pp | 69.6%-3.8pp |
| Annual return | 4.25% | 27.43%-23.2pp | 276.60%-272.4pp | 31.71%-27.5pp |
| Employer contribution / active EE | $1,312 | $3,216-59.2% | $4,644-71.7% | $2,471-46.9% |
| Participant deferral / active EE | $1,795 | $5,680-68.4% | $6,842-73.8% | $3,740-52.0% |
| Admin fee / account holder | $11,485 | $6,053+89.8% | $9,309+23.4% | $5,306+116.4% |