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 | $10,161 | $101,499-90.0% | $147,005-93.1% | $74,546-86.4% |
| Participation rate | 40.3% | 75.5%-35.2pp | 82.2%-41.9pp | 67.2%-26.9pp |
| Annual return | 11.30% | 8732.34%-8721.0pp | 418.76%-407.5pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,085 | $7,304-85.1% | $8,070-86.6% | $4,347-75.0% |
| Admin fee / account holder | $1,113 | $1,748-36.3% | $13,006-91.4% | $1,944-42.7% |