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 | $10,354 | $76,367-86.4% | $93,606-88.9% | $72,985-85.8% |
| Participation rate | 38.2% | 71.7%-33.6pp | 75.8%-37.6pp | 69.5%-31.3pp |
| Annual return | 1.67% | 25.82%-24.2pp | 32.76%-31.1pp | 81.00%-79.3pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $362 | $3,538-89.8% | $4,069-91.1% | $3,607-90.0% |
| Admin fee / account holder | $14,323 | $6,838+109.5% | $7,888+81.6% | $5,124+179.5% |