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 | $12,801 | $154,228-91.7% | $145,433-91.2% | $137,256-90.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 8.50% | 74.59%-66.1pp | 66.58%-58.1pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,501 | $4,804-68.7% | $4,554-67.0% | $4,156-63.9% |
| Participant deferral / active EE | $1,654 | $8,216-79.9% | $7,897-79.1% | $6,407-74.2% |
| Admin fee / account holder | $39,022 | $14,344+172.1% | $13,129+197.2% | $12,270+218.0% |