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 3-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 | $24,152 | $95,803-74.8% | $113,168-78.7% | $84,808-71.5% |
| Participation rate | 55.9% | 72.9%-17.0pp | 76.6%-20.7pp | 68.3%-12.4pp |
| Annual return | 10.00% | 25.00%-15.0pp | 24.27%-14.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $894 | $2,360-62.1% | $2,975-70.0% | $2,631-66.0% |
| Participant deferral / active EE | $1,143 | $4,242-73.1% | $5,107-77.6% | $4,212-72.9% |
| Admin fee / account holder | $6,618 | $8,989-26.4% | $12,068-45.2% | $7,344-9.9% |