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 | $8,325 | $70,475-88.2% | $100,516-91.7% | $79,858-89.6% |
| Participation rate | 50.7% | 73.7%-22.9pp | 79.4%-28.7pp | 69.6%-18.9pp |
| Annual return | 10.15% | 21.90%-11.7pp | 30.89%-20.7pp | 31.71%-21.6pp |
| Employer contribution / active EE | $266 | $2,165-87.7% | $3,418-92.2% | $2,471-89.2% |
| Participant deferral / active EE | $658 | $5,181-87.3% | $6,270-89.5% | $3,740-82.4% |
| Admin fee / account holder | $1,570 | $4,478-64.9% | $8,081-80.6% | $5,306-70.4% |