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 7-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 | $5,019 | $77,164-93.5% | $178,014-97.2% | $80,874-93.8% |
| Participation rate | 47.2% | 65.7%-18.5pp | 77.1%-29.9pp | 67.6%-20.4pp |
| Annual return | 8.94% | 18.09%-9.2pp | 294.80%-285.9pp | 35.62%-26.7pp |
| Employer contribution / active EE | $503 | $2,288-78.0% | $3,950-87.3% | $2,756-81.7% |
| Participant deferral / active EE | $661 | $4,408-85.0% | $6,276-89.5% | $4,297-84.6% |
| Admin fee / account holder | $695 | $7,164-90.3% | $10,362-93.3% | $6,935-90.0% |