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 3-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 | $13,122 | $125,758-89.6% | $169,993-92.3% | $75,163-82.5% |
| Participation rate | 25.0% | 83.6%-58.6pp | 87.0%-62.0pp | 67.2%-42.2pp |
| Annual return | 11.80% | 27.20%-15.4pp | 53.37%-41.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,884 | $6,837-72.4% | $10,408-81.9% | $4,125-54.3% |
| Admin fee / account holder | $9,230 | $8,173+12.9% | $12,815-28.0% | $5,651+63.3% |