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 | $25,453 | $67,606-62.4% | $82,313-69.1% | $70,131-63.7% |
| Participation rate | 68.7% | 72.8%-4.1pp | 76.9%-8.2pp | 69.5%-0.9pp |
| Annual return | 6.88% | 21.57%-14.7pp | 25.88%-19.0pp | 73.14%-66.3pp |
| Employer contribution / active EE | $608 | $1,755-65.4% | $2,428-75.0% | $2,342-74.1% |
| Participant deferral / active EE | $987 | $2,987-66.9% | $3,706-73.4% | $3,332-70.4% |
| Admin fee / account holder | $677 | $4,512-85.0% | $5,608-87.9% | $4,645-85.4% |