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 | $29,862 | $87,841-66.0% | $133,980-77.7% | $62,891-52.5% |
| Participation rate | 17.4% | 83.4%-66.0pp | 87.1%-69.7pp | 69.3%-51.9pp |
| Annual return | 2.81% | 12.05%-9.2pp | 29.30%-26.5pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $487 | $4,812-89.9% | $6,282-92.2% | $3,203-84.8% |
| Admin fee / account holder | $5,400 | $5,371+0.5% | $9,324-42.1% | $4,296+25.7% |