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 | $5,538 | $127,065-95.6% | $113,168-95.1% | $142,382-96.1% |
| Participation rate | 16.7% | 79.2%-62.5pp | 76.6%-59.9pp | 80.1%-63.5pp |
| Annual return | 8.33% | 24.03%-15.7pp | 24.27%-15.9pp | 217.08%-208.7pp |
| Employer contribution / active EE | $976 | $3,442-71.7% | $2,975-67.2% | $4,299-77.3% |
| Participant deferral / active EE | $1,597 | $5,716-72.1% | $5,107-68.7% | $6,507-75.5% |
| Admin fee / account holder | $28,532 | $15,736+81.3% | $12,068+136.4% | $12,624+126.0% |