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 | $1,340 | $106,584-98.7% | $101,326-98.7% | $142,382-99.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 7.69% | 36.93%-29.2pp | 36.82%-29.1pp | 217.08%-209.4pp |
| Employer contribution / active EE | $400 | $3,956-89.9% | $3,665-89.1% | $4,299-90.7% |
| Participant deferral / active EE | $800 | $8,297-90.4% | $7,994-90.0% | $6,507-87.7% |
| Admin fee / account holder | $1,514 | $11,446-86.8% | $11,185-86.5% | $12,624-88.0% |