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 | $27,445 | $83,477-67.1% | $125,175-78.1% | $72,985-62.4% |
| Participation rate | 28.6% | 73.3%-44.7pp | 79.8%-51.2pp | 69.5%-40.9pp |
| Annual return | 10.98% | 25.78%-14.8pp | 43.79%-32.8pp | 81.00%-70.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,470 | $3,585-59.0% | $4,937-70.2% | $3,607-59.2% |
| Admin fee / account holder | $28,095 | $5,517+409.2% | $9,702+189.6% | $5,124+448.3% |