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 10-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 | $6,813 | $144,119-95.3% | $117,854-94.2% | $147,584-95.4% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 4.90% | 531.15%-526.2pp | 335.08%-330.2pp | 578.55%-573.6pp |
| Employer contribution / active EE | $2,143 | $4,896-56.2% | $3,786-43.4% | $4,876-56.1% |
| Participant deferral / active EE | $927 | $5,316-82.6% | $4,482-79.3% | $5,439-83.0% |
| Admin fee / account holder | $4,884 | $10,886-55.1% | $8,020-39.1% | $10,885-55.1% |