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 | $8,132 | $117,841-93.1% | $102,423-92.1% | $145,922-94.4% |
| Participation rate | 54.5% | 78.6%-24.0pp | 76.5%-21.9pp | 80.3%-25.7pp |
| Annual return | 7.55% | 31.65%-24.1pp | 29.32%-21.8pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,840 | $3,615-49.1% | $3,023-39.1% | $4,660-60.5% |
| Participant deferral / active EE | $1,417 | $5,731-75.3% | $5,053-72.0% | $6,688-78.8% |
| Admin fee / account holder | $3,758 | $13,326-71.8% | $9,451-60.2% | $13,397-71.9% |