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 | $6,329 | $61,272-89.7% | $149,673-95.8% | $71,457-91.1% |
| Participation rate | 51.0% | 62.5%-11.5pp | 78.8%-27.8pp | 67.9%-16.9pp |
| Annual return | 9.36% | 35.85%-26.5pp | 134.42%-125.1pp | 28.85%-19.5pp |
| Employer contribution / active EE | $391 | $2,378-83.6% | $4,818-91.9% | $2,588-84.9% |
| Participant deferral / active EE | $632 | $2,917-78.3% | $5,680-88.9% | $4,289-85.3% |
| Admin fee / account holder | $5,146 | $1,261+307.9% | $13,210-61.0% | $1,587+224.2% |