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 | $14,007 | $88,707-84.2% | $74,183-81.1% | $273,961-94.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | -1.88% | 11.94%-13.8pp | 17.74%-19.6pp | 41.45%-43.3pp |
| Employer contribution / active EE | $529 | $3,159-83.3% | $2,370-77.7% | $4,869-89.1% |
| Participant deferral / active EE | $710 | $4,212-83.1% | $3,550-80.0% | $5,287-86.6% |
| Admin fee / account holder | $1,040 | $8,717-88.1% | $5,586-81.4% | $10,132-89.7% |