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 | $10,415 | $72,277-85.6% | $101,248-89.7% | $79,858-87.0% |
| Participation rate | 22.0% | 68.5%-46.5pp | 75.8%-53.9pp | 69.6%-47.7pp |
| Annual return | 7.93% | 22.30%-14.4pp | 46.47%-38.5pp | 31.71%-23.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $601 | $3,282-81.7% | $4,370-86.3% | $3,740-83.9% |
| Admin fee / account holder | $8,513 | $4,400+93.5% | $5,945+43.2% | $5,306+60.4% |