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 | $5,958 | $140,940-95.8% | $112,229-94.7% | $139,434-95.7% |
| Participation rate | 55.6% | 79.2%-23.6pp | 72.4%-16.9pp | 80.3%-24.8pp |
| Annual return | 4.42% | 32.71%-28.3pp | 30.20%-25.8pp | 372.94%-368.5pp |
| Employer contribution / active EE | $1,172 | $4,283-72.6% | $3,430-65.8% | $4,751-75.3% |
| Participant deferral / active EE | $1,183 | $5,874-79.9% | $4,798-75.4% | $6,710-82.4% |
| Admin fee / account holder | $11,419 | $9,954+14.7% | $7,748+47.4% | $11,403+0.1% |