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 4-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 | $11,466 | $154,228-92.6% | $145,433-92.1% | $137,256-91.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 7.77% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,211 | $4,804-74.8% | $4,554-73.4% | $4,156-70.9% |
| Participant deferral / active EE | $1,866 | $8,216-77.3% | $7,897-76.4% | $6,407-70.9% |
| Admin fee / account holder | $18,873 | $14,344+31.6% | $13,129+43.8% | $12,270+53.8% |