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 | $12,416 | $159,901-92.2% | $146,958-91.6% | $145,922-91.5% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | 6.95% | 98.13%-91.2pp | 418.34%-411.4pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,035 | $5,286-80.4% | $4,933-79.0% | $4,660-77.8% |
| Participant deferral / active EE | $1,861 | $8,428-77.9% | $8,070-76.9% | $6,688-72.2% |
| Admin fee / account holder | $1,081 | $15,044-92.8% | $12,998-91.7% | $13,397-91.9% |