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 | $8,559 | $48,076-82.2% | $78,689-89.1% | $62,891-86.4% |
| Participation rate | 17.0% | 65.2%-48.2pp | 73.6%-56.5pp | 69.3%-52.3pp |
| Annual return | 3.94% | 31.35%-27.4pp | 62.18%-58.2pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $367 | $2,588-85.8% | $3,517-89.6% | $3,203-88.5% |
| Admin fee / account holder | $3,414 | $3,207+6.4% | $4,510-24.3% | $4,296-20.5% |