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 8-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 | $22,443 | $89,355-74.9% | $141,162-84.1% | $72,985-69.2% |
| Participation rate | 53.6% | 75.1%-21.5pp | 82.5%-28.9pp | 69.5%-15.9pp |
| Annual return | 13.25% | 111.85%-98.6pp | 71.39%-58.1pp | 81.00%-67.8pp |
| Employer contribution / active EE | $884 | $3,114-71.6% | $4,735-81.3% | $2,440-63.8% |
| Participant deferral / active EE | $985 | $5,418-81.8% | $6,709-85.3% | $3,607-72.7% |
| Admin fee / account holder | $455 | $5,958-92.4% | $10,261-95.6% | $5,124-91.1% |