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 | $12,163 | $72,492-83.2% | $87,100-86.0% | $72,985-83.3% |
| Participation rate | 39.8% | 72.8%-33.1pp | 76.9%-37.1pp | 69.5%-29.7pp |
| Annual return | 1.49% | 24.46%-23.0pp | 28.19%-26.7pp | 81.00%-79.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $388 | $3,270-88.1% | $4,049-90.4% | $3,607-89.3% |
| Admin fee / account holder | $1,080 | $5,055-78.6% | $7,497-85.6% | $5,124-78.9% |