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 | $18,190 | $102,317-82.2% | $146,958-87.6% | $80,856-77.5% |
| Participation rate | 34.5% | 75.8%-41.4pp | 82.2%-47.7pp | 67.6%-33.2pp |
| Annual return | 11.17% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $942 | $3,713-74.6% | $4,933-80.9% | $2,755-65.8% |
| Participant deferral / active EE | $1,636 | $6,644-75.4% | $8,070-79.7% | $4,296-61.9% |
| Admin fee / account holder | $3,766 | $7,941-52.6% | $12,998-71.0% | $6,918-45.6% |