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 | $6,693 | $61,156-89.1% | $185,823-96.4% | $79,386-91.6% |
| Participation rate | 20.4% | 66.6%-46.2pp | 81.7%-61.3pp | 70.7%-50.3pp |
| Annual return | 6.40% | 19.45%-13.1pp | 122.05%-115.7pp | 116.85%-110.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $794 | $2,789-71.5% | $5,568-85.7% | $4,046-80.4% |
| Admin fee / account holder | $2,744 | $710+286.7% | $16,237-83.1% | $626+338.0% |