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 5-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 | $5,802 | $71,050-91.8% | $93,606-93.8% | $80,856-92.8% |
| Participation rate | 59.2% | 60.4%-1.2pp | 68.7%-9.5pp | 67.6%-8.4pp |
| Annual return | 9.74% | 11.26%-1.5pp | 133.20%-123.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $497 | $1,564-68.2% | $2,420-79.4% | $2,755-81.9% |
| Participant deferral / active EE | $633 | $4,034-84.3% | $4,411-85.7% | $4,296-85.3% |
| Admin fee / account holder | $962 | $6,945-86.1% | $8,285-88.4% | $6,918-86.1% |