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 | $2,694 | $210,648-98.7% | $177,989-98.5% | $145,922-98.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 0.45% | 385.86%-385.4pp | 294.48%-294.0pp | 561.29%-560.8pp |
| Employer contribution / active EE | $750 | $4,565-83.6% | $3,949-81.0% | $4,660-83.9% |
| Participant deferral / active EE | $1,150 | $6,958-83.5% | $6,276-81.7% | $6,688-82.8% |
| Admin fee / account holder | $45,095 | $12,013+275.4% | $10,363+335.1% | $13,397+236.6% |