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 6-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 | $13,922 | $109,881-87.3% | $150,045-90.7% | $84,808-83.6% |
| Participation rate | 56.5% | 76.1%-19.6pp | 82.3%-25.8pp | 68.3%-11.8pp |
| Annual return | 13.60% | 28.25%-14.6pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,078 | $3,561-69.7% | $4,693-77.0% | $2,631-59.0% |
| Participant deferral / active EE | $1,719 | $6,636-74.1% | $7,997-78.5% | $4,212-59.2% |
| Admin fee / account holder | $3,139 | $8,568-63.4% | $13,435-76.6% | $7,344-57.3% |