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 | $21,189 | $78,422-73.0% | $95,952-77.9% | $79,858-73.5% |
| Participation rate | 43.9% | 73.5%-29.6pp | 77.1%-33.2pp | 69.6%-25.7pp |
| Annual return | 6.58% | 19.37%-12.8pp | 91.61%-85.0pp | 31.71%-25.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $613 | $3,440-82.2% | $4,167-85.3% | $3,740-83.6% |
| Admin fee / account holder | $4,056 | $5,622-27.9% | $6,795-40.3% | $5,306-23.6% |