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 5-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 | $2,129 | $81,248-97.4% | $155,509-98.6% | $80,856-97.4% |
| Participation rate | 62.3% | 66.2%-3.9pp | 78.2%-15.9pp | 67.6%-5.3pp |
| Annual return | 8.47% | 33.31%-24.8pp | 64.67%-56.2pp | 35.59%-27.1pp |
| Employer contribution / active EE | $395 | $3,100-87.3% | $4,672-91.5% | $2,755-85.7% |
| Participant deferral / active EE | $572 | $3,452-83.4% | $5,626-89.8% | $4,296-86.7% |
| Admin fee / account holder | $536 | $7,997-93.3% | $15,912-96.6% | $6,918-92.3% |