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 | $12,764 | $95,416-86.6% | $185,823-93.1% | $85,850-85.1% |
| Participation rate | 44.8% | 68.8%-23.9pp | 81.7%-36.9pp | 69.3%-24.5pp |
| Annual return | 10.75% | 23.59%-12.8pp | 122.05%-111.3pp | 318.53%-307.8pp |
| Employer contribution / active EE | $710 | $3,314-78.6% | $5,167-86.3% | $2,565-72.3% |
| Participant deferral / active EE | $856 | $3,423-75.0% | $5,568-84.6% | $3,952-78.3% |
| Admin fee / account holder | $560 | $7,213-92.2% | $16,237-96.6% | $6,260-91.1% |