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 | $8,754 | $51,576-83.0% | $129,207-93.2% | $80,856-89.2% |
| Participation rate | 18.8% | 57.0%-38.2pp | 69.6%-50.9pp | 67.6%-48.9pp |
| Annual return | 7.69% | 20.81%-13.1pp | 9417.33%-9409.6pp | 35.59%-27.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $391 | $2,669-85.4% | $4,168-90.6% | $4,296-90.9% |
| Admin fee / account holder | $5,482 | $4,305+27.3% | $7,715-28.9% | $6,918-20.8% |