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 4-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 | $1,982 | $57,016-96.5% | $84,966-97.7% | $80,856-97.5% |
| Participation rate | 4.9% | 56.3%-51.4pp | 67.5%-62.6pp | 67.6%-62.7pp |
| Annual return | 3.49% | 21.66%-18.2pp | 66.38%-62.9pp | 35.59%-32.1pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $51 | $3,110-98.3% | $4,519-98.9% | $4,296-98.8% |
| Admin fee / account holder | $2,633 | $4,980-47.1% | $6,149-57.2% | $6,918-61.9% |