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 | $5,786 | $77,899-92.6% | $149,673-96.1% | $75,163-92.3% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 5.55% | 31.72%-26.2pp | 134.42%-128.9pp | 160.62%-155.1pp |
| Employer contribution / active EE | $606 | $3,137-80.7% | $4,818-87.4% | $2,670-77.3% |
| Participant deferral / active EE | $330 | $3,411-90.3% | $5,680-94.2% | $4,125-92.0% |
| Admin fee / account holder | $3,710 | $5,956-37.7% | $13,210-71.9% | $5,651-34.4% |