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 | $12,501 | $210,648-94.1% | $177,989-93.0% | $145,922-91.4% |
| Participation rate | 46.2% | 80.8%-34.6pp | 77.1%-30.9pp | 80.3%-34.1pp |
| Annual return | 4.49% | 385.86%-381.4pp | 294.48%-290.0pp | 561.29%-556.8pp |
| Employer contribution / active EE | $695 | $4,565-84.8% | $3,949-82.4% | $4,660-85.1% |
| Participant deferral / active EE | $1,049 | $6,958-84.9% | $6,276-83.3% | $6,688-84.3% |
| Admin fee / account holder | $3,402 | $12,013-71.7% | $10,363-67.2% | $13,397-74.6% |