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 | $3,794 | $112,096-96.6% | $95,952-96.0% | $158,922-97.6% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 5.40% | 171.09%-165.7pp | 91.61%-86.2pp | 302.83%-297.4pp |
| Employer contribution / active EE | $939 | $3,198-70.6% | $2,541-63.1% | $4,761-80.3% |
| Participant deferral / active EE | $1,370 | $4,784-71.4% | $4,167-67.1% | $5,982-77.1% |
| Admin fee / account holder | $16,906 | $10,130+66.9% | $6,795+148.8% | $11,246+50.3% |