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 | $9,085 | $83,902-89.2% | $167,512-94.6% | $84,808-89.3% |
| Participation rate | 42.7% | 66.5%-23.8pp | 77.1%-34.4pp | 68.3%-25.6pp |
| Annual return | 8.39% | 91.55%-83.2pp | 1615.79%-1607.4pp | 40.90%-32.5pp |
| Employer contribution / active EE | $506 | $2,264-77.7% | $3,882-87.0% | $2,631-80.8% |
| Participant deferral / active EE | $1,386 | $4,442-68.8% | $6,405-78.4% | $4,212-67.1% |
| Admin fee / account holder | $2,067 | $7,915-73.9% | $9,769-78.8% | $7,344-71.9% |