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 3-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 | $7,078 | $55,415-87.2% | $155,509-95.4% | $74,495-90.5% |
| Participation rate | 20.4% | 61.9%-41.5pp | 78.2%-57.8pp | 67.2%-46.8pp |
| Annual return | 6.83% | 268.50%-261.7pp | 64.67%-57.8pp | 1364.94%-1358.1pp |
| Employer contribution / active EE | $371 | $2,267-83.7% | $4,672-92.1% | $2,623-85.9% |
| Participant deferral / active EE | $417 | $2,836-85.3% | $5,626-92.6% | $4,346-90.4% |
| Admin fee / account holder | $1,927 | $1,738+10.9% | $15,912-87.9% | $1,942-0.7% |