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 10-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 | $19,484 | $198,466-90.2% | $170,442-88.6% | $147,584-86.8% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 7.02% | 257.29%-250.3pp | 205.93%-198.9pp | 578.55%-571.5pp |
| Employer contribution / active EE | $14,462 | $6,184+133.9% | $5,433+166.2% | $4,876+196.6% |
| Participant deferral / active EE | $1,300 | $5,629-76.9% | $4,939-73.7% | $5,439-76.1% |
| Admin fee / account holder | $1,134 | $16,852-93.3% | $13,880-91.8% | $10,885-89.6% |