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 | $21,622 | $77,503-72.1% | $100,391-78.5% | $80,856-73.3% |
| Participation rate | 31.1% | 76.9%-45.8pp | 81.5%-50.3pp | 67.6%-36.5pp |
| Annual return | 8.90% | 37.20%-28.3pp | 49.20%-40.3pp | 35.59%-26.7pp |
| Employer contribution / active EE | $633 | $2,801-77.4% | $3,942-83.9% | $2,755-77.0% |
| Participant deferral / active EE | $796 | $6,820-88.3% | $8,082-90.2% | $4,296-81.5% |
| Admin fee / account holder | $807 | $5,897-86.3% | $7,899-89.8% | $6,918-88.3% |