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 | $12,319 | $166,020-92.6% | $164,866-92.5% | $145,959-91.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 4.90% | 100.08%-95.2pp | 69.97%-65.1pp | 561.95%-557.0pp |
| Employer contribution / active EE | $1,149 | $5,275-78.2% | $4,343-73.5% | $4,661-75.4% |
| Participant deferral / active EE | $1,149 | $6,961-83.5% | $6,033-81.0% | $6,689-82.8% |
| Admin fee / account holder | $316,780 | $16,644+1803.3% | $12,689+2396.5% | $13,398+2264.4% |