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 | $26,921 | $197,591-86.4% | $177,821-84.9% | $158,922-83.1% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 3.59% | 58.76%-55.2pp | 48.32%-44.7pp | 302.83%-299.2pp |
| Employer contribution / active EE | $2,674 | $6,697-60.1% | $5,918-54.8% | $4,761-43.8% |
| Participant deferral / active EE | $2,674 | $8,405-68.2% | $7,714-65.3% | $5,982-55.3% |
| Admin fee / account holder | $9,436 | $15,399-38.7% | $12,427-24.1% | $11,246-16.1% |