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 | $38,852 | $138,562-72.0% | $246,525-84.2% | $116,875-66.8% |
| Participation rate | 59.3% | 72.8%-13.5pp | 82.0%-22.7pp | 74.5%-15.2pp |
| Annual return | 10.67% | 16.14%-5.5pp | 0.46%+10.2pp | 16.29%-5.6pp |
| Employer contribution / active EE | $0 | $4,835-100.0% | $7,467-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $1,548 | $4,207-63.2% | $5,422-71.5% | $3,885-60.2% |
| Admin fee / account holder | $5,660 | $18,110-68.7% | $16,551-65.8% | $12,263-53.8% |