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 | $17,101 | $67,606-74.7% | $82,313-79.2% | $70,131-75.6% |
| Participation rate | 45.9% | 72.8%-26.8pp | 76.9%-30.9pp | 69.5%-23.6pp |
| Annual return | 7.30% | 21.57%-14.3pp | 25.88%-18.6pp | 73.14%-65.8pp |
| Employer contribution / active EE | $784 | $1,755-55.3% | $2,428-67.7% | $2,342-66.5% |
| Participant deferral / active EE | $996 | $2,987-66.6% | $3,706-73.1% | $3,332-70.1% |
| Admin fee / account holder | $1,345 | $4,512-70.2% | $5,608-76.0% | $4,645-71.1% |