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 10-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 | $4,302 | $109,413-96.1% | $156,263-97.2% | $84,808-94.9% |
| Participation rate | 8.8% | 72.7%-63.9pp | 78.9%-70.1pp | 68.3%-59.5pp |
| Annual return | -0.39% | 20.18%-20.6pp | 59.47%-59.9pp | 40.90%-41.3pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $386 | $4,590-91.6% | $6,158-93.7% | $4,212-90.8% |
| Admin fee / account holder | $12,611 | $9,357+34.8% | $14,255-11.5% | $7,344+71.7% |