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 | $26,951 | $89,588-69.9% | $136,007-80.2% | $77,671-65.3% |
| Participation rate | 15.8% | 74.3%-58.4pp | 76.5%-60.6pp | 70.6%-54.7pp |
| Annual return | 8.98% | 17.42%-8.4pp | 579.32%-570.3pp | 31.21%-22.2pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,215-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $628 | $5,591-88.8% | $7,024-91.1% | $4,648-86.5% |
| Admin fee / account holder | $2,357 | $539+337.4% | $6,858-65.6% | $430+447.6% |