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 | $22,175 | $78,422-71.7% | $95,952-76.9% | $79,858-72.2% |
| Participation rate | 29.7% | 73.5%-43.8pp | 77.1%-47.3pp | 69.6%-39.9pp |
| Annual return | 9.53% | 19.37%-9.8pp | 91.61%-82.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $708 | $1,945-63.6% | $2,541-72.1% | $2,471-71.3% |
| Participant deferral / active EE | $968 | $3,440-71.9% | $4,167-76.8% | $3,740-74.1% |
| Admin fee / account holder | $7,999 | $5,622+42.3% | $6,795+17.7% | $5,306+50.8% |