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 9-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 | $10,457 | $86,286-87.9% | $111,297-90.6% | $85,850-87.8% |
| Participation rate | 69.4% | 73.3%-3.9pp | 77.3%-7.9pp | 69.3%+0.1pp |
| Annual return | 10.10% | 19.99%-9.9pp | 54.65%-44.5pp | 318.53%-308.4pp |
| Employer contribution / active EE | $723 | $2,043-64.6% | $2,731-73.5% | $2,565-71.8% |
| Participant deferral / active EE | $1,022 | $3,641-71.9% | $4,487-77.2% | $3,952-74.1% |
| Admin fee / account holder | $926 | $8,188-88.7% | $7,964-88.4% | $6,260-85.2% |