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 3-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 | $1,667 | $172,111-99.0% | $150,298-98.9% | $137,256-98.8% |
| Participation rate | 22.7% | 81.7%-59.0pp | 77.8%-55.0pp | 80.0%-57.2pp |
| Annual return | 6.60% | 69.37%-62.8pp | 62.79%-56.2pp | 220.34%-213.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $199 | $6,166-96.8% | $5,453-96.3% | $6,407-96.9% |
| Admin fee / account holder | $980 | $16,471-94.1% | $14,116-93.1% | $12,270-92.0% |