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 | $5,423 | $79,171-93.2% | $102,423-94.7% | $74,495-92.7% |
| Participation rate | 30.1% | 74.8%-44.7pp | 76.5%-46.4pp | 67.2%-37.1pp |
| Annual return | 1.28% | 54.93%-53.7pp | 29.32%-28.0pp | 1364.94%-1363.7pp |
| Employer contribution / active EE | $3,517 | $2,362+48.9% | $3,023+16.3% | $2,623+34.1% |
| Participant deferral / active EE | $469 | $4,415-89.4% | $5,053-90.7% | $4,346-89.2% |
| Admin fee / account holder | $4,830 | $2,001+141.4% | $9,451-48.9% | $1,942+148.7% |