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 | $15,493 | $86,929-82.2% | $102,423-84.9% | $80,856-80.8% |
| Participation rate | 55.8% | 72.4%-16.5pp | 76.5%-20.6pp | 67.6%-11.8pp |
| Annual return | 9.52% | 18.88%-9.4pp | 29.32%-19.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $822 | $2,369-65.3% | $3,023-72.8% | $2,755-70.2% |
| Participant deferral / active EE | $1,463 | $4,118-64.5% | $5,053-71.0% | $4,296-65.9% |
| Admin fee / account holder | $614 | $8,049-92.4% | $9,451-93.5% | $6,918-91.1% |