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 4-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 | $19,245 | $109,881-82.5% | $150,045-87.2% | $84,808-77.3% |
| Participation rate | 47.2% | 76.1%-28.9pp | 82.3%-35.1pp | 68.3%-21.1pp |
| Annual return | 7.21% | 28.25%-21.0pp | 62.55%-55.3pp | 40.90%-33.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,900 | $6,636-71.4% | $7,997-76.2% | $4,212-54.9% |
| Admin fee / account holder | $3,424 | $8,568-60.0% | $13,435-74.5% | $7,344-53.4% |