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.
Employer 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 | $11,424 | $105,126-89.1% | $94,646-87.9% | $139,434-91.8% |
| Participation rate | 44.4% | 82.4%-37.9pp | 80.8%-36.4pp | 80.3%-35.9pp |
| Annual return | 11.59% | 38.03%-26.4pp | 156.71%-145.1pp | 372.94%-361.4pp |
| Employer contribution / active EE | $26 | $4,106-99.4% | $3,672-99.3% | $4,751-99.5% |
| Participant deferral / active EE | $2,544 | $7,599-66.5% | $7,418-65.7% | $6,710-62.1% |
| Admin fee / account holder | $362 | $8,984-96.0% | $7,231-95.0% | $11,403-96.8% |