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 8-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 | $9,008 | $83,477-89.2% | $125,175-92.8% | $72,985-87.7% |
| Participation rate | 59.6% | 73.3%-13.7pp | 79.8%-20.1pp | 69.5%-9.8pp |
| Annual return | 14.96% | 25.78%-10.8pp | 43.79%-28.8pp | 81.00%-66.0pp |
| Employer contribution / active EE | $1,139 | $2,345-51.5% | $3,865-70.5% | $2,440-53.3% |
| Participant deferral / active EE | $1,339 | $3,585-62.7% | $4,937-72.9% | $3,607-62.9% |
| Admin fee / account holder | $5,804 | $5,517+5.2% | $9,702-40.2% | $5,124+13.3% |