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 | $18,133 | $148,978-87.8% | $200,582-91.0% | $84,808-78.6% |
| Participation rate | 66.7% | 84.2%-17.6pp | 86.9%-20.2pp | 68.3%-1.6pp |
| Annual return | 11.30% | 28.16%-16.9pp | 42.33%-31.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $958 | $7,142-86.6% | $9,331-89.7% | $4,212-77.3% |
| Admin fee / account holder | $496 | $13,977-96.5% | $16,305-97.0% | $7,344-93.3% |