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 | $8,337 | $117,841-92.9% | $102,423-91.9% | $145,922-94.3% |
| Participation rate | 53.8% | 78.6%-24.7pp | 76.5%-22.6pp | 80.3%-26.4pp |
| Annual return | 4.55% | 31.65%-27.1pp | 29.32%-24.8pp | 561.29%-556.7pp |
| Employer contribution / active EE | $1,285 | $3,615-64.4% | $3,023-57.5% | $4,660-72.4% |
| Participant deferral / active EE | $1,086 | $5,731-81.0% | $5,053-78.5% | $6,688-83.8% |
| Admin fee / account holder | $6,806 | $13,326-48.9% | $9,451-28.0% | $13,397-49.2% |