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 | $12,710 | $124,185-89.8% | $108,410-88.3% | $167,490-92.4% |
| Participation rate | 14.3% | 82.3%-68.0pp | 80.1%-65.8pp | 82.1%-67.8pp |
| Annual return | 7.39% | 1379.64%-1372.2pp | 905.27%-897.9pp | 478.56%-471.2pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $755 | $6,908-89.1% | $6,563-88.5% | $6,341-88.1% |
| Admin fee / account holder | $18,859 | $9,455+99.5% | $7,295+158.5% | $12,309+53.2% |