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 | $9,207 | $96,557-90.5% | $80,975-88.6% | $273,961-96.6% |
| Participation rate | 38.5% | 79.1%-40.6pp | 75.8%-37.4pp | 83.0%-44.6pp |
| Annual return | 2.41% | 15.14%-12.7pp | 17.10%-14.7pp | 41.45%-39.0pp |
| Employer contribution / active EE | $942 | $4,868-80.6% | $3,714-74.6% | $4,869-80.7% |
| Participant deferral / active EE | $366 | $6,598-94.5% | $5,696-93.6% | $5,287-93.1% |
| Admin fee / account holder | $1,519 | $7,492-79.7% | $5,516-72.5% | $10,132-85.0% |