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 | $18,333 | $79,449-76.9% | $189,557-90.3% | $85,850-78.6% |
| Participation rate | 56.1% | 66.0%-9.9pp | 78.4%-22.3pp | 69.3%-13.2pp |
| Annual return | 6.98% | 18.45%-11.5pp | 64.17%-57.2pp | 318.53%-311.6pp |
| Employer contribution / active EE | $600 | $2,081-71.1% | $4,412-86.4% | $2,565-76.6% |
| Participant deferral / active EE | $1,211 | $4,051-70.1% | $6,174-80.4% | $3,952-69.4% |
| Admin fee / account holder | $798 | $5,377-85.2% | $9,807-91.9% | $6,260-87.3% |