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 | $17,971 | $71,050-74.7% | $93,606-80.8% | $80,856-77.8% |
| Participation rate | 48.4% | 60.4%-12.0pp | 68.7%-20.3pp | 67.6%-19.3pp |
| Annual return | 7.32% | 11.26%-3.9pp | 133.20%-125.9pp | 35.59%-28.3pp |
| Employer contribution / active EE | $433 | $1,564-72.3% | $2,420-82.1% | $2,755-84.3% |
| Participant deferral / active EE | $926 | $4,034-77.0% | $4,411-79.0% | $4,296-78.4% |
| Admin fee / account holder | $1,132 | $6,945-83.7% | $8,285-86.3% | $6,918-83.6% |