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 | $19,850 | $86,929-77.2% | $102,423-80.6% | $80,856-75.4% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.3pp | 67.6%-21.5pp |
| Annual return | 8.97% | 18.88%-9.9pp | 29.32%-20.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,115 | $2,369-52.9% | $3,023-63.1% | $2,755-59.5% |
| Participant deferral / active EE | $1,676 | $4,118-59.3% | $5,053-66.8% | $4,296-61.0% |
| Admin fee / account holder | $411 | $8,049-94.9% | $9,451-95.7% | $6,918-94.1% |