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 | $25,087 | $201,272-87.5% | $184,203-86.4% | $145,922-82.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 5.72% | 29.00%-23.3pp | 28.81%-23.1pp | 561.29%-555.6pp |
| Employer contribution / active EE | $1,599 | $7,022-77.2% | $6,427-75.1% | $4,660-65.7% |
| Participant deferral / active EE | $1,599 | $9,806-83.7% | $9,131-82.5% | $6,688-76.1% |
| Admin fee / account holder | $290,548 | $16,364+1675.6% | $13,901+1990.1% | $13,397+2068.8% |