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 6-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 | $33,289 | $119,446-72.1% | $150,045-77.8% | $85,563-61.1% |
| Participation rate | 4.6% | 75.4%-70.9pp | 82.3%-77.7pp | 66.0%-61.4pp |
| Annual return | 14.02% | 23.72%-9.7pp | 62.55%-48.5pp | 31.51%-17.5pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $503 | $7,985-93.7% | $7,997-93.7% | $4,375-88.5% |
| Admin fee / account holder | $732 | $548+33.6% | $13,435-94.6% | $834-12.3% |