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 | $18,300 | $110,257-83.4% | $96,544-81.0% | $139,434-86.9% |
| Participation rate | 68.8% | 78.1%-9.3pp | 76.0%-7.2pp | 80.3%-11.6pp |
| Annual return | 7.23% | 26.32%-19.1pp | 25.84%-18.6pp | 372.94%-365.7pp |
| Employer contribution / active EE | $933 | $3,620-74.2% | $2,965-68.5% | $4,751-80.4% |
| Participant deferral / active EE | $512 | $5,548-90.8% | $4,851-89.4% | $6,710-92.4% |
| Admin fee / account holder | $2,368 | $11,591-79.6% | $8,252-71.3% | $11,403-79.2% |