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 | $17,739 | $67,984-73.9% | $65,493-72.9% | $74,304-76.1% |
| Participation rate | 19.6% | 66.3%-46.7pp | 73.1%-53.5pp | 60.3%-40.7pp |
| Annual return | 11.04% | 19.87%-8.8pp | 982.45%-971.4pp | 29.43%-18.4pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $470 | $3,346-86.0% | $3,961-88.1% | $3,767-87.5% |
| Admin fee / account holder | $6,443 | $1,373+369.3% | $5,028+28.1% | $2,969+117.0% |