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 | $6,759 | $74,927-91.0% | $101,794-93.4% | $84,808-92.0% |
| Participation rate | 10.7% | 61.4%-50.7pp | 69.2%-58.5pp | 68.3%-57.6pp |
| Annual return | -8.65% | 18.70%-27.3pp | 30.53%-39.2pp | 40.90%-49.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $419 | $3,099-86.5% | $4,084-89.7% | $4,212-90.1% |
| Admin fee / account holder | $6,138 | $6,514-5.8% | $8,777-30.1% | $7,344-16.4% |