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 7-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 | $11,416 | $133,922-91.5% | $116,228-90.2% | $142,382-92.0% |
| Participation rate | 38.5% | 77.9%-39.4pp | 74.6%-36.1pp | 80.1%-41.7pp |
| Annual return | 8.46% | 147.76%-139.3pp | 90.06%-81.6pp | 217.08%-208.6pp |
| Employer contribution / active EE | $6,746 | $3,446+95.8% | $2,994+125.3% | $4,299+56.9% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $58,285 | $14,945+290.0% | $11,989+386.2% | $12,624+361.7% |