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 | $4,051 | $99,020-95.9% | $86,590-95.3% | $147,584-97.3% |
| Participation rate | 29.4% | 76.3%-46.9pp | 73.5%-44.1pp | 82.8%-53.4pp |
| Annual return | 2.57% | 1312.34%-1309.8pp | 964.84%-962.3pp | 578.55%-576.0pp |
| Employer contribution / active EE | $118 | $3,132-96.2% | $2,839-95.8% | $4,876-97.6% |
| Participant deferral / active EE | $236 | $3,972-94.0% | $3,609-93.4% | $5,439-95.7% |
| Admin fee / account holder | $1,204 | $5,710-78.9% | $4,906-75.5% | $10,885-88.9% |