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 4-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 | $14,297 | $101,724-85.9% | $164,813-91.3% | $80,856-82.3% |
| Participation rate | 55.6% | 71.8%-16.3pp | 78.6%-23.0pp | 67.6%-12.1pp |
| Annual return | 9.76% | 16.72%-7.0pp | 69.93%-60.2pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,253 | $2,953-57.6% | $4,341-71.1% | $2,755-54.5% |
| Participant deferral / active EE | $1,535 | $4,477-65.7% | $6,031-74.5% | $4,296-64.3% |
| Admin fee / account holder | $1,618 | $8,227-80.3% | $12,690-87.3% | $6,918-76.6% |