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 | $10,566 | $60,349-82.5% | $74,183-85.8% | $62,891-83.2% |
| Participation rate | 54.5% | 72.7%-18.2pp | 76.6%-22.1pp | 69.3%-14.8pp |
| Annual return | 1.05% | 21.37%-20.3pp | 17.74%-16.7pp | 20.14%-19.1pp |
| Employer contribution / active EE | $671 | $1,680-60.0% | $2,370-71.7% | $2,281-70.6% |
| Participant deferral / active EE | $547 | $2,856-80.8% | $3,550-84.6% | $3,203-82.9% |
| Admin fee / account holder | $1,027 | $4,261-75.9% | $5,586-81.6% | $4,296-76.1% |