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 4-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 | $5,603 | $110,261-94.9% | $95,745-94.1% | $139,434-96.0% |
| Participation rate | 40.0% | 75.8%-35.8pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 3.69% | 27.11%-23.4pp | 28.35%-24.7pp | 372.94%-369.3pp |
| Employer contribution / active EE | $600 | $3,257-81.6% | $2,835-78.8% | $4,751-87.4% |
| Participant deferral / active EE | $600 | $4,676-87.2% | $4,245-85.9% | $6,710-91.1% |
| Admin fee / account holder | $695 | $6,613-89.5% | $5,678-87.8% | $11,403-93.9% |