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 6-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 | $6,762 | $48,230-86.0% | $67,502-90.0% | $80,856-91.6% |
| Participation rate | 61.7% | 66.4%-4.7pp | 72.9%-11.2pp | 67.6%-5.9pp |
| Annual return | 1.94% | 18.28%-16.3pp | 3512.12%-3510.2pp | 35.59%-33.7pp |
| Employer contribution / active EE | $538 | $2,020-73.3% | $2,731-80.3% | $2,755-80.5% |
| Participant deferral / active EE | $573 | $2,924-80.4% | $4,000-85.7% | $4,296-86.7% |
| Admin fee / account holder | $578 | $3,681-84.3% | $3,998-85.5% | $6,918-91.6% |