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 7-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 | $15,675 | $79,449-80.3% | $189,557-91.7% | $85,850-81.7% |
| Participation rate | 46.9% | 66.0%-19.0pp | 78.4%-31.5pp | 69.3%-22.4pp |
| Annual return | 10.89% | 18.45%-7.6pp | 64.17%-53.3pp | 318.53%-307.6pp |
| Employer contribution / active EE | $410 | $2,081-80.3% | $4,412-90.7% | $2,565-84.0% |
| Participant deferral / active EE | $1,206 | $4,051-70.2% | $6,174-80.5% | $3,952-69.5% |
| Admin fee / account holder | $942 | $5,377-82.5% | $9,807-90.4% | $6,260-84.9% |