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 | $1,673 | $74,927-97.8% | $101,794-98.4% | $84,808-98.0% |
| Participation rate | 55.0% | 61.4%-6.4pp | 69.2%-14.2pp | 68.3%-13.3pp |
| Annual return | 10.11% | 18.70%-8.6pp | 30.53%-20.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $434 | $1,522-71.5% | $2,289-81.0% | $2,631-83.5% |
| Participant deferral / active EE | $1,114 | $3,099-64.1% | $4,084-72.7% | $4,212-73.6% |
| Admin fee / account holder | $23,966 | $6,514+267.9% | $8,777+173.1% | $7,344+226.3% |