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 9-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 | $7,355 | $228,332-96.8% | $185,823-96.0% | $158,922-95.4% |
| Participation rate | 25.0% | 82.3%-57.3pp | 78.0%-53.0pp | 82.0%-57.0pp |
| Annual return | -0.51% | 40.80%-41.3pp | 35.95%-36.5pp | 302.83%-303.3pp |
| Employer contribution / active EE | $543 | $4,967-89.1% | $4,087-86.7% | $4,761-88.6% |
| Participant deferral / active EE | $1,003 | $6,415-84.4% | $5,632-82.2% | $5,982-83.2% |
| Admin fee / account holder | $65,227 | $11,864+449.8% | $9,500+586.6% | $11,246+480.0% |