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 | $21,803 | $78,485-72.2% | $106,213-79.5% | $74,495-70.7% |
| Participation rate | 35.6% | 72.8%-37.3pp | 75.3%-39.7pp | 67.2%-31.6pp |
| Annual return | 4.04% | 15.95%-11.9pp | 116.14%-112.1pp | 1364.94%-1360.9pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,439 | $4,322-66.7% | $5,016-71.3% | $4,346-66.9% |
| Admin fee / account holder | $1,514 | $2,232-32.1% | $11,033-86.3% | $1,942-22.0% |