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 3-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 | $9,302 | $159,602-94.2% | $150,045-93.8% | $142,382-93.5% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.3%-62.3pp | 80.1%-60.1pp |
| Annual return | 6.31% | 70.24%-63.9pp | 62.55%-56.2pp | 217.08%-210.8pp |
| Employer contribution / active EE | $4,506 | $4,961-9.2% | $4,693-4.0% | $4,299+4.8% |
| Participant deferral / active EE | $2,384 | $8,310-71.3% | $7,997-70.2% | $6,507-63.4% |
| Admin fee / account holder | $47,578 | $14,846+220.5% | $13,435+254.1% | $12,624+276.9% |