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 | $26,330 | $80,968-67.5% | $96,544-72.7% | $75,163-65.0% |
| Participation rate | 52.9% | 71.8%-18.8pp | 76.0%-23.0pp | 67.2%-14.3pp |
| Annual return | 12.06% | 27.06%-15.0pp | 25.84%-13.8pp | 160.62%-148.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $689 | $3,928-82.4% | $4,851-85.8% | $4,125-83.3% |
| Admin fee / account holder | $5,535 | $6,724-17.7% | $8,252-32.9% | $5,651-2.1% |