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 5-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 | $23,063 | $209,336-89.0% | $197,124-88.3% | $137,256-83.2% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 10.27% | 48.09%-37.8pp | 44.34%-34.1pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,375 | $6,591-79.1% | $6,227-77.9% | $4,156-66.9% |
| Participant deferral / active EE | $2,239 | $9,614-76.7% | $9,135-75.5% | $6,407-65.0% |
| Admin fee / account holder | $4,657 | $17,308-73.1% | $16,298-71.4% | $12,270-62.0% |