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 | $10,976 | $72,177-84.8% | $115,037-90.5% | $59,632-81.6% |
| Participation rate | 63.2% | 72.6%-9.3pp | 81.4%-18.1pp | 68.7%-5.4pp |
| Annual return | -4.53% | 12.02%-16.5pp | 26.14%-30.7pp | 2041.28%-2045.8pp |
| Employer contribution / active EE | $2,625 | $2,841-7.6% | $4,608-43.0% | $2,203+19.2% |
| Participant deferral / active EE | $25 | $4,783-99.5% | $6,026-99.6% | $3,192-99.2% |
| Admin fee / account holder | $305 | $4,927-93.8% | $8,175-96.3% | $4,297-92.9% |