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 | $16,439 | $198,466-91.7% | $170,442-90.4% | $147,584-88.9% |
| Participation rate | 68.8% | 88.0%-19.2pp | 83.6%-14.8pp | 82.8%-14.1pp |
| Annual return | 6.85% | 257.29%-250.4pp | 205.93%-199.1pp | 578.55%-571.7pp |
| Employer contribution / active EE | $1,762 | $6,184-71.5% | $5,433-67.6% | $4,876-63.9% |
| Participant deferral / active EE | $1,829 | $5,629-67.5% | $4,939-63.0% | $5,439-66.4% |
| Admin fee / account holder | $2,776 | $16,852-83.5% | $13,880-80.0% | $10,885-74.5% |