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 | $3,112 | $97,125-96.8% | $86,233-96.4% | $137,256-97.7% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.0%-12.5pp | 80.0%-23.4pp |
| Annual return | 9.69% | 74.19%-64.5pp | 61.39%-51.7pp | 220.34%-210.6pp |
| Employer contribution / active EE | $376 | $2,841-86.8% | $2,504-85.0% | $4,156-90.9% |
| Participant deferral / active EE | $761 | $5,180-85.3% | $4,559-83.3% | $6,407-88.1% |
| Admin fee / account holder | $1,091 | $9,725-88.8% | $8,342-86.9% | $12,270-91.1% |