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 10-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 | $24,140 | $209,411-88.5% | $178,490-86.5% | $158,922-84.8% |
| Participation rate | 17.6% | 86.3%-68.7pp | 81.9%-64.3pp | 82.0%-64.3pp |
| Annual return | 3.48% | 188.75%-185.3pp | 151.07%-147.6pp | 302.83%-299.3pp |
| Employer contribution / active EE | $6,236 | $5,706+9.3% | $5,011+24.5% | $4,761+31.0% |
| Participant deferral / active EE | $34 | $5,954-99.4% | $5,202-99.3% | $5,982-99.4% |
| Admin fee / account holder | $2,009 | $17,074-88.2% | $13,984-85.6% | $11,246-82.1% |