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 | $25,071 | $80,724-68.9% | $103,333-75.7% | $74,495-66.3% |
| Participation rate | 48.3% | 65.7%-17.4pp | 74.5%-26.2pp | 67.2%-18.9pp |
| Annual return | 8.73% | 27.56%-18.8pp | 24.88%-16.1pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $847 | $3,157-73.2% | $3,868-78.1% | $2,623-67.7% |
| Participant deferral / active EE | $1,230 | $3,860-68.1% | $5,057-75.7% | $4,346-71.7% |
| Admin fee / account holder | $5,259 | $2,368+122.1% | $8,355-37.1% | $1,942+170.8% |