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 | $6,950 | $54,762-87.3% | $90,281-92.3% | $72,985-90.5% |
| Participation rate | 48.6% | 65.1%-16.5pp | 73.3%-24.6pp | 69.5%-20.8pp |
| Annual return | 15.94% | 30.63%-14.7pp | 78.10%-62.2pp | 81.00%-65.1pp |
| Employer contribution / active EE | $273 | $2,092-87.0% | $2,854-90.5% | $2,440-88.8% |
| Participant deferral / active EE | $698 | $2,887-75.8% | $3,885-82.0% | $3,607-80.6% |
| Admin fee / account holder | $310 | $3,972-92.2% | $5,351-94.2% | $5,124-93.9% |