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 | $20,238 | $98,750-79.5% | $149,696-86.5% | $79,858-74.7% |
| Participation rate | 31.6% | 75.8%-44.2pp | 82.5%-50.9pp | 69.6%-38.1pp |
| Annual return | 1.97% | 27.43%-25.5pp | 276.60%-274.6pp | 31.71%-29.7pp |
| Employer contribution / active EE | $713 | $3,216-77.8% | $4,644-84.6% | $2,471-71.1% |
| Participant deferral / active EE | $1,366 | $5,680-76.0% | $6,842-80.0% | $3,740-63.5% |
| Admin fee / account holder | $5,891 | $6,053-2.7% | $9,309-36.7% | $5,306+11.0% |