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 | $17,724 | $53,777-67.0% | $134,143-86.8% | $79,858-77.8% |
| Participation rate | 62.5% | 58.8%+3.7pp | 72.2%-9.7pp | 69.6%-7.1pp |
| Annual return | 10.21% | 19.01%-8.8pp | 36.33%-26.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $699 | $1,321-47.1% | $3,704-81.1% | $2,471-71.7% |
| Participant deferral / active EE | $858 | $2,420-64.6% | $3,499-75.5% | $3,740-77.1% |
| Admin fee / account holder | $5,556 | $3,984+39.4% | $6,684-16.9% | $5,306+4.7% |