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 6-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 | $16,647 | $201,272-91.7% | $184,203-91.0% | $145,922-88.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 5.97% | 29.00%-23.0pp | 28.81%-22.8pp | 561.29%-555.3pp |
| Employer contribution / active EE | $2,072 | $7,022-70.5% | $6,427-67.8% | $4,660-55.5% |
| Participant deferral / active EE | $2,063 | $9,806-79.0% | $9,131-77.4% | $6,688-69.2% |
| Admin fee / account holder | $3,479 | $16,364-78.7% | $13,901-75.0% | $13,397-74.0% |