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 | $8,385 | $99,985-91.6% | $146,665-94.3% | $85,850-90.2% |
| Participation rate | 43.6% | 73.1%-29.5pp | 80.1%-36.5pp | 69.3%-25.7pp |
| Annual return | 5.56% | 18.93%-13.4pp | 22.74%-17.2pp | 318.53%-313.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,775 | $4,006-55.7% | $5,506-67.8% | $3,952-55.1% |
| Admin fee / account holder | $762 | $7,702-90.1% | $10,280-92.6% | $6,260-87.8% |