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 6-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 | $2,001 | $63,764-96.9% | $81,930-97.6% | $79,858-97.5% |
| Participation rate | 15.4% | 67.5%-52.1pp | 72.0%-56.6pp | 69.6%-54.2pp |
| Annual return | 8.24% | 22.66%-14.4pp | 29.49%-21.2pp | 31.71%-23.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $368 | $2,780-86.8% | $7,107-94.8% | $3,740-90.2% |
| Admin fee / account holder | $2,399 | $4,426-45.8% | $5,158-53.5% | $5,306-54.8% |