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 | $2,795 | $73,933-96.2% | $96,683-97.1% | $75,163-96.3% |
| Participation rate | 14.3% | 66.4%-52.1pp | 74.3%-60.1pp | 67.2%-52.9pp |
| Annual return | 6.63% | 26.70%-20.1pp | 35.69%-29.1pp | 160.62%-154.0pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $644 | $3,659-82.4% | $4,878-86.8% | $4,125-84.4% |
| Admin fee / account holder | $471 | $5,216-91.0% | $6,730-93.0% | $5,651-91.7% |