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 | $29,270 | $123,793-76.4% | $177,821-83.5% | $79,858-63.3% |
| Participation rate | 69.1% | 84.7%-15.6pp | 87.7%-18.6pp | 69.6%-0.5pp |
| Annual return | 8.27% | 22.82%-14.6pp | 48.32%-40.1pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,715 | $5,956-71.2% | $7,714-77.8% | $3,740-54.1% |
| Admin fee / account holder | $10,204 | $7,243+40.9% | $12,427-17.9% | $5,306+92.3% |