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 | $8,404 | $47,848-82.4% | $81,478-89.7% | $70,131-88.0% |
| Participation rate | 21.6% | 58.3%-36.7pp | 68.0%-46.3pp | 69.5%-47.9pp |
| Annual return | 8.00% | 27.25%-19.2pp | 38.78%-30.8pp | 73.14%-65.1pp |
| Employer contribution / active EE | $243 | $1,527-84.1% | $2,568-90.5% | $2,342-89.6% |
| Participant deferral / active EE | $436 | $2,453-82.2% | $3,537-87.7% | $3,332-86.9% |
| Admin fee / account holder | $1,876 | $3,145-40.3% | $4,561-58.9% | $4,645-59.6% |