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 | $17,321 | $81,208-78.7% | $98,907-82.5% | $79,858-78.3% |
| Participation rate | 50.0% | 72.5%-22.5pp | 76.0%-26.0pp | 69.6%-19.6pp |
| Annual return | 6.55% | 60.99%-54.4pp | 196.43%-189.9pp | 31.71%-25.2pp |
| Employer contribution / active EE | $1,047 | $1,960-46.6% | $2,689-61.1% | $2,471-57.6% |
| Participant deferral / active EE | $1,395 | $3,265-57.3% | $4,244-67.1% | $3,740-62.7% |
| Admin fee / account holder | $3,562 | $6,013-40.8% | $6,642-46.4% | $5,306-32.9% |