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 5-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 | $21,397 | $138,347-84.5% | $184,203-88.4% | $80,856-73.5% |
| Participation rate | 5.1% | 83.9%-78.7pp | 86.8%-81.7pp | 67.6%-62.5pp |
| Annual return | 9.34% | 20.02%-10.7pp | 28.81%-19.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $629 | $7,071-91.1% | $9,131-93.1% | $4,296-85.4% |
| Admin fee / account holder | $5,565 | $10,483-46.9% | $13,901-60.0% | $6,918-19.6% |