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 | $21,457 | $95,803-77.6% | $113,168-81.0% | $84,808-74.7% |
| Participation rate | 28.0% | 72.9%-44.9pp | 76.6%-48.6pp | 68.3%-40.3pp |
| Annual return | 8.51% | 25.00%-16.5pp | 24.27%-15.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $1,013 | $2,360-57.1% | $2,975-66.0% | $2,631-61.5% |
| Participant deferral / active EE | $473 | $4,242-88.9% | $5,107-90.7% | $4,212-88.8% |
| Admin fee / account holder | $1,783 | $8,989-80.2% | $12,068-85.2% | $7,344-75.7% |