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 | $32,106 | $95,803-66.5% | $113,168-71.6% | $84,808-62.1% |
| Participation rate | 37.7% | 72.9%-35.1pp | 76.6%-38.8pp | 68.3%-30.6pp |
| Annual return | 10.96% | 25.00%-14.0pp | 24.27%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,345 | $2,360-43.0% | $2,975-54.8% | $2,631-48.9% |
| Participant deferral / active EE | $1,947 | $4,242-54.1% | $5,107-61.9% | $4,212-53.8% |
| Admin fee / account holder | $14,014 | $8,989+55.9% | $12,068+16.1% | $7,344+90.8% |