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 | $4,565 | $176,812-97.4% | $146,665-96.9% | $167,490-97.3% |
| Participation rate | 33.3% | 83.6%-50.3pp | 80.1%-46.7pp | 82.1%-48.8pp |
| Annual return | 6.85% | 24.03%-17.2pp | 22.74%-15.9pp | 478.56%-471.7pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $999 | $6,440-84.5% | $5,506-81.8% | $6,341-84.2% |
| Admin fee / account holder | $10,561 | $13,259-20.4% | $10,280+2.7% | $12,309-14.2% |