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 | $18,272 | $70,475-74.1% | $100,516-81.8% | $79,858-77.1% |
| Participation rate | 50.0% | 73.7%-23.7pp | 79.4%-29.4pp | 69.6%-19.6pp |
| Annual return | 12.26% | 21.90%-9.6pp | 30.89%-18.6pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $649 | $5,181-87.5% | $6,270-89.6% | $3,740-82.6% |
| Admin fee / account holder | $6,757 | $4,478+50.9% | $8,081-16.4% | $5,306+27.3% |