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 | $100,773-96.9% | $88,946-96.5% | $142,382-97.8% |
| Participation rate | 56.5% | 74.3%-17.8pp | 68.8%-12.3pp | 80.1%-23.6pp |
| Annual return | 9.69% | 70.18%-60.5pp | 57.82%-48.1pp | 217.08%-207.4pp |
| Employer contribution / active EE | $376 | $2,918-87.1% | $2,555-85.3% | $4,299-91.2% |
| Participant deferral / active EE | $761 | $5,230-85.5% | $4,581-83.4% | $6,507-88.3% |
| Admin fee / account holder | $1,091 | $9,693-88.7% | $8,261-86.8% | $12,624-91.4% |