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 | $11,450 | $84,233-86.4% | $170,442-93.3% | $70,131-83.7% |
| Participation rate | 36.2% | 70.8%-34.7pp | 83.6%-47.4pp | 69.5%-33.4pp |
| Annual return | 10.67% | 23.06%-12.4pp | 205.93%-195.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $416 | $3,387-87.7% | $5,433-92.3% | $2,342-82.2% |
| Participant deferral / active EE | $776 | $3,086-74.8% | $4,939-84.3% | $3,332-76.7% |
| Admin fee / account holder | $595 | $5,698-89.6% | $13,880-95.7% | $4,645-87.2% |