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 9-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 | $12,668 | $65,365-80.6% | $92,893-86.4% | $72,985-82.6% |
| Participation rate | 48.7% | 68.3%-19.6pp | 76.0%-27.3pp | 69.5%-20.8pp |
| Annual return | 3.24% | 42.10%-38.9pp | 109.41%-106.2pp | 81.00%-77.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $839 | $3,128-73.2% | $4,236-80.2% | $3,607-76.7% |
| Admin fee / account holder | $650 | $4,251-84.7% | $5,794-88.8% | $5,124-87.3% |