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 10-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 | $30,793 | $198,466-84.5% | $170,442-81.9% | $147,584-79.1% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 0.97% | 257.29%-256.3pp | 205.93%-205.0pp | 578.55%-577.6pp |
| Employer contribution / active EE | $1,762 | $6,184-71.5% | $5,433-67.6% | $4,876-63.9% |
| Participant deferral / active EE | $650 | $5,629-88.5% | $4,939-86.8% | $5,439-88.0% |
| Admin fee / account holder | $596 | $16,852-96.5% | $13,880-95.7% | $10,885-94.5% |