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 | $16,495 | $91,552-82.0% | $133,956-87.7% | $79,858-79.3% |
| Participation rate | 46.3% | 73.3%-27.1pp | 79.8%-33.5pp | 69.6%-23.3pp |
| Annual return | 3.30% | 61.85%-58.5pp | 45.09%-41.8pp | 31.71%-28.4pp |
| Employer contribution / active EE | $821 | $2,384-65.6% | $3,919-79.1% | $2,471-66.8% |
| Participant deferral / active EE | $1,161 | $3,733-68.9% | $5,048-77.0% | $3,740-69.0% |
| Admin fee / account holder | $3,975 | $6,321-37.1% | $8,927-55.5% | $5,306-25.1% |