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 | $5,668 | $78,705-92.8% | $117,854-95.2% | $70,131-91.9% |
| Participation rate | 45.9% | 73.2%-27.2pp | 79.7%-33.7pp | 69.5%-23.6pp |
| Annual return | 11.15% | 23.30%-12.2pp | 335.08%-323.9pp | 73.14%-62.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $304 | $3,297-90.8% | $4,482-93.2% | $3,332-90.9% |
| Admin fee / account holder | $1,093 | $5,065-78.4% | $8,020-86.4% | $4,645-76.5% |