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 | $23,453 | $72,492-67.6% | $87,100-73.1% | $72,985-67.9% |
| Participation rate | 44.4% | 72.8%-28.4pp | 76.9%-32.4pp | 69.5%-25.0pp |
| Annual return | 6.73% | 24.46%-17.7pp | 28.19%-21.5pp | 81.00%-74.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $627 | $3,270-80.8% | $4,049-84.5% | $3,607-82.6% |
| Admin fee / account holder | $517 | $5,055-89.8% | $7,497-93.1% | $5,124-89.9% |