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 | $20,326 | $68,346-70.3% | $94,646-78.5% | $75,163-73.0% |
| Participation rate | 48.8% | 76.1%-27.3pp | 80.8%-32.0pp | 67.2%-18.4pp |
| Annual return | 15.09% | 616.93%-601.8pp | 156.71%-141.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $856 | $6,537-86.9% | $7,418-88.5% | $4,125-79.2% |
| Admin fee / account holder | $3,207 | $5,326-39.8% | $7,231-55.6% | $5,651-43.2% |