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 | $5,382 | $85,202-93.7% | $172,739-96.9% | $72,985-92.6% |
| Participation rate | 42.9% | 70.1%-27.2pp | 82.6%-39.8pp | 69.5%-26.6pp |
| Annual return | 11.52% | 27.32%-15.8pp | 802.84%-791.3pp | 81.00%-69.5pp |
| Employer contribution / active EE | $461 | $3,324-86.1% | $5,143-91.0% | $2,440-81.1% |
| Participant deferral / active EE | $601 | $3,260-81.6% | $5,198-88.4% | $3,607-83.3% |
| Admin fee / account holder | $2,912 | $5,884-50.5% | $13,954-79.1% | $5,124-43.2% |