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 3-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 | $7,024 | $148,534-95.3% | $135,903-94.8% | $139,434-95.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.12% | 79.19%-68.1pp | 68.23%-57.1pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,107 | $5,243-78.9% | $4,856-77.2% | $4,751-76.7% |
| Participant deferral / active EE | $605 | $8,100-92.5% | $7,758-92.2% | $6,710-91.0% |
| Admin fee / account holder | $9,485 | $12,400-23.5% | $10,762-11.9% | $11,403-16.8% |