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 | $8,674 | $85,766-89.9% | $136,294-93.6% | $70,131-87.6% |
| Participation rate | 67.6% | 74.2%-6.5pp | 81.9%-14.3pp | 69.5%-1.9pp |
| Annual return | 12.31% | 31.45%-19.1pp | 5155.94%-5143.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,098 | $2,966-63.0% | $4,695-76.6% | $2,342-53.1% |
| Participant deferral / active EE | $1,260 | $5,051-75.1% | $6,247-79.8% | $3,332-62.2% |
| Admin fee / account holder | $355 | $5,420-93.4% | $9,243-96.2% | $4,645-92.4% |