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 6-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 | $16,802 | $62,327-73.0% | $120,354-86.0% | $74,495-77.4% |
| Participation rate | 26.9% | 56.8%-29.9pp | 71.9%-45.1pp | 67.2%-40.3pp |
| Annual return | 10.08% | 18.61%-8.5pp | 107.15%-97.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $523 | $1,843-71.6% | $3,463-84.9% | $2,623-80.1% |
| Participant deferral / active EE | $979 | $2,893-66.2% | $4,991-80.4% | $4,346-77.5% |
| Admin fee / account holder | $764 | $2,396-68.1% | $9,423-91.9% | $1,942-60.7% |