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 7-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 | $4,859 | $65,409-92.6% | $98,442-95.1% | $85,850-94.3% |
| Participation rate | 30.0% | 65.0%-35.0pp | 73.3%-43.3pp | 69.3%-39.3pp |
| Annual return | 10.12% | 21.76%-11.6pp | 1492.73%-1482.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $360 | $2,168-83.4% | $2,960-87.8% | $2,565-86.0% |
| Participant deferral / active EE | $387 | $3,166-87.8% | $4,276-91.0% | $3,952-90.2% |
| Admin fee / account holder | $1,980 | $4,593-56.9% | $5,949-66.7% | $6,260-68.4% |