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 | $5,776 | $105,126-94.5% | $94,646-93.9% | $139,434-95.9% |
| Participation rate | 45.8% | 82.4%-36.5pp | 80.8%-35.0pp | 80.3%-34.5pp |
| Annual return | 10.07% | 38.03%-28.0pp | 156.71%-146.6pp | 372.94%-362.9pp |
| Employer contribution / active EE | $542 | $4,106-86.8% | $3,672-85.2% | $4,751-88.6% |
| Participant deferral / active EE | $1,084 | $7,599-85.7% | $7,418-85.4% | $6,710-83.8% |
| Admin fee / account holder | $626 | $8,984-93.0% | $7,231-91.3% | $11,403-94.5% |