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 8-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 | $11,176 | $181,894-93.9% | $156,549-92.9% | $273,961-95.9% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | -1.49% | 30.74%-32.2pp | 32.23%-33.7pp | 41.45%-42.9pp |
| Employer contribution / active EE | $1,358 | $6,248-78.3% | $5,501-75.3% | $4,869-72.1% |
| Participant deferral / active EE | $1,452 | $5,550-73.8% | $4,871-70.2% | $5,287-72.5% |
| Admin fee / account holder | $25,912 | $15,559+66.5% | $13,027+98.9% | $10,132+155.7% |