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 | $22,937 | $83,477-72.5% | $125,175-81.7% | $72,985-68.6% |
| Participation rate | 45.2% | 73.3%-28.1pp | 79.8%-34.5pp | 69.5%-24.2pp |
| Annual return | 4.55% | 25.78%-21.2pp | 43.79%-39.2pp | 81.00%-76.5pp |
| Employer contribution / active EE | $1,143 | $2,345-51.3% | $3,865-70.4% | $2,440-53.2% |
| Participant deferral / active EE | $1,351 | $3,585-62.3% | $4,937-72.6% | $3,607-62.5% |
| Admin fee / account holder | $1,988 | $5,517-64.0% | $9,702-79.5% | $5,124-61.2% |