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 | $21,611 | $106,749-79.8% | $145,433-85.1% | $82,448-73.8% |
| Participation rate | 14.0% | 75.6%-61.6pp | 82.1%-68.1pp | 68.1%-54.0pp |
| Annual return | 7.64% | 27.59%-20.0pp | 66.58%-58.9pp | 41.64%-34.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $852 | $6,519-86.9% | $7,897-89.2% | $4,139-79.4% |
| Admin fee / account holder | $4,442 | $8,390-47.1% | $13,129-66.2% | $7,234-38.6% |