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 | $6,238 | $102,317-93.9% | $146,958-95.8% | $80,856-92.3% |
| Participation rate | 30.9% | 75.8%-45.0pp | 82.2%-51.3pp | 67.6%-36.8pp |
| Annual return | 10.54% | 134.76%-124.2pp | 418.34%-407.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,830 | $3,713-50.7% | $4,933-62.9% | $2,755-33.6% |
| Participant deferral / active EE | $475 | $6,644-92.8% | $8,070-94.1% | $4,296-88.9% |
| Admin fee / account holder | $2,651 | $7,941-66.6% | $12,998-79.6% | $6,918-61.7% |