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 | $5,879 | $84,233-93.0% | $170,442-96.6% | $70,131-91.6% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 3.16% | 23.06%-19.9pp | 205.93%-202.8pp | 73.14%-70.0pp |
| Employer contribution / active EE | $639 | $3,387-81.1% | $5,433-88.2% | $2,342-72.7% |
| Participant deferral / active EE | $200 | $3,086-93.5% | $4,939-96.0% | $3,332-94.0% |
| Admin fee / account holder | $1,287 | $5,698-77.4% | $13,880-90.7% | $4,645-72.3% |