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 | $5,568 | $55,415-90.0% | $155,509-96.4% | $74,495-92.5% |
| Participation rate | 37.6% | 61.9%-24.3pp | 78.2%-40.6pp | 67.2%-29.6pp |
| Annual return | 9.26% | 268.50%-259.2pp | 64.67%-55.4pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $372 | $2,267-83.6% | $4,672-92.0% | $2,623-85.8% |
| Participant deferral / active EE | $452 | $2,836-84.1% | $5,626-92.0% | $4,346-89.6% |
| Admin fee / account holder | $1,984 | $1,738+14.1% | $15,912-87.5% | $1,942+2.2% |