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 | $6,723 | $65,365-89.7% | $92,893-92.8% | $72,985-90.8% |
| Participation rate | 67.9% | 68.3%-0.5pp | 76.0%-8.1pp | 69.5%-1.6pp |
| Annual return | 1.26% | 42.10%-40.8pp | 109.41%-108.2pp | 81.00%-79.7pp |
| Employer contribution / active EE | $1,122 | $2,594-56.8% | $3,653-69.3% | $2,440-54.0% |
| Participant deferral / active EE | $871 | $3,128-72.1% | $4,236-79.4% | $3,607-75.8% |
| Admin fee / account holder | $475 | $4,251-88.8% | $5,794-91.8% | $5,124-90.7% |