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 | $12,003 | $84,233-85.8% | $170,442-93.0% | $70,131-82.9% |
| Participation rate | 59.0% | 70.8%-11.8pp | 83.6%-24.6pp | 69.5%-10.5pp |
| Annual return | 8.10% | 23.06%-15.0pp | 205.93%-197.8pp | 73.14%-65.0pp |
| Employer contribution / active EE | $561 | $3,387-83.4% | $5,433-89.7% | $2,342-76.0% |
| Participant deferral / active EE | $558 | $3,086-81.9% | $4,939-88.7% | $3,332-83.2% |
| Admin fee / account holder | $768 | $5,698-86.5% | $13,880-94.5% | $4,645-83.5% |