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 | $15,831 | $109,413-85.5% | $156,263-89.9% | $84,808-81.3% |
| Participation rate | 52.8% | 72.7%-19.9pp | 78.9%-26.1pp | 68.3%-15.5pp |
| Annual return | 7.98% | 20.18%-12.2pp | 59.47%-51.5pp | 40.90%-32.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,011 | $4,590-78.0% | $6,158-83.6% | $4,212-76.0% |
| Admin fee / account holder | $6,016 | $9,357-35.7% | $14,255-57.8% | $7,344-18.1% |