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 9-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 | $16,847 | $65,041-74.1% | $90,951-81.5% | $79,858-78.9% |
| Participation rate | 5.4% | 61.6%-56.2pp | 69.0%-63.6pp | 69.6%-64.2pp |
| Annual return | 7.82% | 30.45%-22.6pp | 134.60%-126.8pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $82 | $2,512-96.7% | $3,373-97.6% | $3,740-97.8% |
| Admin fee / account holder | $8,316 | $4,536+83.3% | $5,959+39.6% | $5,306+56.7% |