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 7-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 | $27,176 | $86,286-68.5% | $111,297-75.6% | $85,850-68.3% |
| Participation rate | 53.5% | 73.3%-19.8pp | 77.3%-23.8pp | 69.3%-15.8pp |
| Annual return | 10.43% | 19.99%-9.6pp | 54.65%-44.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $598 | $2,043-70.7% | $2,731-78.1% | $2,565-76.7% |
| Participant deferral / active EE | $1,284 | $3,641-64.7% | $4,487-71.4% | $3,952-67.5% |
| Admin fee / account holder | $1,289 | $8,188-84.3% | $7,964-83.8% | $6,260-79.4% |