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 | $14,369 | $63,861-77.5% | $104,607-86.3% | $79,858-82.0% |
| Participation rate | 22.0% | 64.9%-43.0pp | 74.1%-52.1pp | 69.6%-47.7pp |
| Annual return | 8.95% | 21.30%-12.4pp | 340.46%-331.5pp | 31.71%-22.8pp |
| Employer contribution / active EE | $578 | $1,588-63.6% | $2,681-78.4% | $2,471-76.6% |
| Participant deferral / active EE | $728 | $2,693-73.0% | $3,740-80.5% | $3,740-80.5% |
| Admin fee / account holder | $1,067 | $4,185-74.5% | $6,473-83.5% | $5,306-79.9% |