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 9-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 | $6,025 | $54,590-89.0% | $81,930-92.6% | $73,488-91.8% |
| Participation rate | 53.8% | 68.3%-14.5pp | 72.0%-18.1pp | 70.7%-16.8pp |
| Annual return | 7.27% | 17.74%-10.5pp | 29.49%-22.2pp | 28.51%-21.2pp |
| Employer contribution / active EE | $596 | $1,636-63.6% | $4,310-86.2% | $2,270-73.7% |
| Participant deferral / active EE | $845 | $2,759-69.4% | $7,107-88.1% | $3,740-77.4% |
| Admin fee / account holder | $2,048 | $592+245.9% | $5,158-60.3% | $513+299.2% |