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 | $18,916 | $78,422-75.9% | $95,952-80.3% | $79,858-76.3% |
| Participation rate | 46.2% | 73.5%-27.3pp | 77.1%-30.9pp | 69.6%-23.5pp |
| Annual return | 6.26% | 19.37%-13.1pp | 91.61%-85.3pp | 31.71%-25.5pp |
| Employer contribution / active EE | $487 | $1,945-75.0% | $2,541-80.8% | $2,471-80.3% |
| Participant deferral / active EE | $150 | $3,440-95.6% | $4,167-96.4% | $3,740-96.0% |
| Admin fee / account holder | $5,490 | $5,622-2.3% | $6,795-19.2% | $5,306+3.5% |