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 | $22,575 | $102,382-78.0% | $147,005-84.6% | $80,874-72.1% |
| Participation rate | 20.8% | 75.8%-55.0pp | 82.2%-61.3pp | 67.6%-46.8pp |
| Annual return | 4.49% | 134.89%-130.4pp | 418.76%-414.3pp | 35.62%-31.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,638 | $6,646-75.4% | $8,070-79.7% | $4,297-61.9% |
| Admin fee / account holder | $13,535 | $7,942+70.4% | $13,006+4.1% | $6,935+95.2% |