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 4-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 | $11,073 | $100,326-89.0% | $180,183-93.9% | $84,808-86.9% |
| Participation rate | 47.1% | 71.0%-23.9pp | 77.4%-30.4pp | 68.3%-21.3pp |
| Annual return | 6.99% | 17.86%-10.9pp | 27.86%-20.9pp | 40.90%-33.9pp |
| Employer contribution / active EE | $1,324 | $3,269-59.5% | $5,039-73.7% | $2,631-49.7% |
| Participant deferral / active EE | $1,919 | $5,066-62.1% | $6,822-71.9% | $4,212-54.4% |
| Admin fee / account holder | $7,837 | $9,674-19.0% | $19,975-60.8% | $7,344+6.7% |