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 8-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 | $5,666 | $117,841-95.2% | $102,423-94.5% | $145,922-96.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 1.98% | 31.65%-29.7pp | 29.32%-27.3pp | 561.29%-559.3pp |
| Employer contribution / active EE | $5,295 | $3,615+46.5% | $3,023+75.1% | $4,660+13.6% |
| Participant deferral / active EE | $75 | $5,731-98.7% | $5,053-98.5% | $6,688-98.9% |
| Admin fee / account holder | $390,604 | $13,326+2831.1% | $9,451+4033.1% | $13,397+2815.6% |