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 5-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 | $7,702 | $109,327-93.0% | $89,391-91.4% | $158,922-95.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 2.55% | 345.68%-343.1pp | 245.62%-243.1pp | 302.83%-300.3pp |
| Employer contribution / active EE | $405 | $3,170-87.2% | $2,586-84.3% | $4,761-91.5% |
| Participant deferral / active EE | $675 | $4,598-85.3% | $3,890-82.6% | $5,982-88.7% |
| Admin fee / account holder | $2,790 | $6,153-54.7% | $4,881-42.8% | $11,246-75.2% |