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 | $23,963 | $99,985-76.0% | $146,665-83.7% | $85,850-72.1% |
| Participation rate | 63.6% | 73.1%-9.4pp | 80.1%-16.4pp | 69.3%-5.7pp |
| Annual return | 7.55% | 18.93%-11.4pp | 22.74%-15.2pp | 318.53%-311.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,460 | $4,006-63.6% | $5,506-73.5% | $3,952-63.1% |
| Admin fee / account holder | $9,554 | $7,702+24.0% | $10,280-7.1% | $6,260+52.6% |