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 | $10,274 | $89,753-88.6% | $107,525-90.4% | $84,808-87.9% |
| Participation rate | 37.3% | 68.1%-30.7pp | 75.1%-37.7pp | 68.3%-31.0pp |
| Annual return | 7.88% | 29.48%-21.6pp | 181.32%-173.4pp | 40.90%-33.0pp |
| Employer contribution / active EE | $2,078 | $3,113-33.3% | $3,754-44.6% | $2,631-21.0% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,537 | $7,222+4.4% | $8,919-15.5% | $7,344+2.6% |