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 | $25,623 | $140,986-81.8% | $198,754-87.1% | $116,875-78.1% |
| Participation rate | 64.2% | 77.3%-13.1pp | 81.4%-17.3pp | 74.5%-10.4pp |
| Annual return | 8.55% | 18.14%-9.6pp | 4947.04%-4938.5pp | 16.29%-7.7pp |
| Employer contribution / active EE | $1,057 | $4,137-74.5% | $4,008-73.6% | $3,288-67.9% |
| Participant deferral / active EE | $1,197 | $3,620-66.9% | $4,138-71.1% | $3,885-69.2% |
| Admin fee / account holder | $3,496 | $11,748-70.2% | $12,082-71.1% | $12,263-71.5% |