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 | $10,536 | $102,317-89.7% | $146,958-92.8% | $80,856-87.0% |
| Participation rate | 59.4% | 75.8%-16.4pp | 82.2%-22.7pp | 67.6%-8.2pp |
| Annual return | 11.14% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $933 | $3,713-74.9% | $4,933-81.1% | $2,755-66.1% |
| Participant deferral / active EE | $1,635 | $6,644-75.4% | $8,070-79.7% | $4,296-61.9% |
| Admin fee / account holder | $1,314 | $7,941-83.4% | $12,998-89.9% | $6,918-81.0% |