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 | $11,961 | $185,822-93.6% | $169,993-93.0% | $139,434-91.4% |
| Participation rate | 26.3% | 87.8%-61.4pp | 87.0%-60.7pp | 80.3%-54.0pp |
| Annual return | 8.55% | 60.50%-52.0pp | 53.37%-44.8pp | 372.94%-364.4pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $993 | $11,622-91.5% | $10,408-90.5% | $6,710-85.2% |
| Admin fee / account holder | $5,989 | $15,381-61.1% | $12,815-53.3% | $11,403-47.5% |