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 | $2,551 | $48,570-94.7% | $130,648-98.0% | $72,985-96.5% |
| Participation rate | 69.8% | 58.6%+11.3pp | 71.7%-1.9pp | 69.5%+0.4pp |
| Annual return | 9.71% | 38.63%-28.9pp | 1708.96%-1699.2pp | 81.00%-71.3pp |
| Employer contribution / active EE | $383 | $1,334-71.3% | $4,092-90.6% | $2,440-84.3% |
| Participant deferral / active EE | $585 | $2,384-75.5% | $3,603-83.8% | $3,607-83.8% |
| Admin fee / account holder | $6,513 | $3,549+83.5% | $5,464+19.2% | $5,124+27.1% |