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 | $23,411 | $109,413-78.6% | $156,263-85.0% | $84,808-72.4% |
| Participation rate | 24.6% | 72.7%-48.1pp | 78.9%-54.3pp | 68.3%-43.7pp |
| Annual return | 5.67% | 20.18%-14.5pp | 59.47%-53.8pp | 40.90%-35.2pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,120 | $4,590-75.6% | $6,158-81.8% | $4,212-73.4% |
| Admin fee / account holder | $23,661 | $9,357+152.9% | $14,255+66.0% | $7,344+222.2% |