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 | $6,161 | $159,934-96.1% | $147,005-95.8% | $145,959-95.8% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 6.71% | 98.24%-91.5pp | 418.76%-412.1pp | 561.95%-555.2pp |
| Employer contribution / active EE | $1,731 | $5,287-67.3% | $4,934-64.9% | $4,661-62.9% |
| Participant deferral / active EE | $90 | $8,427-98.9% | $8,070-98.9% | $6,689-98.7% |
| Admin fee / account holder | $1,607 | $15,053-89.3% | $13,006-87.6% | $13,398-88.0% |