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 | $32,499 | $109,359-70.3% | $162,163-80.0% | $72,985-55.5% |
| Participation rate | 62.9% | 84.3%-21.4pp | 87.6%-24.7pp | 69.5%-6.6pp |
| Annual return | 15.68% | 25.46%-9.8pp | 115.59%-99.9pp | 81.00%-65.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,569 | $5,481-71.4% | $7,298-78.5% | $3,607-56.5% |
| Admin fee / account holder | $2,349 | $7,972-70.5% | $10,843-78.3% | $5,124-54.2% |