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 | $13,299 | $63,861-79.2% | $104,607-87.3% | $79,858-83.3% |
| Participation rate | 13.0% | 64.9%-51.9pp | 74.1%-61.0pp | 69.6%-56.6pp |
| Annual return | 5.88% | 21.30%-15.4pp | 340.46%-334.6pp | 31.71%-25.8pp |
| Employer contribution / active EE | $277 | $1,588-82.6% | $2,681-89.7% | $2,471-88.8% |
| Participant deferral / active EE | $519 | $2,693-80.7% | $3,740-86.1% | $3,740-86.1% |
| Admin fee / account holder | $13,916 | $4,185+232.5% | $6,473+115.0% | $5,306+162.3% |