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 8-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 | $13,541 | $86,286-84.3% | $111,297-87.8% | $85,850-84.2% |
| Participation rate | 36.0% | 73.3%-37.3pp | 77.3%-41.3pp | 69.3%-33.3pp |
| Annual return | 9.90% | 19.99%-10.1pp | 54.65%-44.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $680 | $2,043-66.7% | $2,731-75.1% | $2,565-73.5% |
| Participant deferral / active EE | $1,106 | $3,641-69.6% | $4,487-75.4% | $3,952-72.0% |
| Admin fee / account holder | $2,324 | $8,188-71.6% | $7,964-70.8% | $6,260-62.9% |