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 | $9,481 | $111,814-91.5% | $103,374-90.8% | $145,959-93.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 5.23% | 24.77%-19.5pp | 24.89%-19.7pp | 561.95%-556.7pp |
| Employer contribution / active EE | $1,245 | $4,214-70.5% | $3,869-67.8% | $4,661-73.3% |
| Participant deferral / active EE | $1,151 | $5,618-79.5% | $5,058-77.2% | $6,689-82.8% |
| Admin fee / account holder | $362 | $9,754-96.3% | $8,394-95.7% | $13,398-97.3% |