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 | $6,207 | $73,787-91.6% | $98,716-93.7% | $82,448-92.5% |
| Participation rate | 7.4% | 61.4%-54.0pp | 69.3%-61.9pp | 68.1%-60.7pp |
| Annual return | 11.94% | 18.57%-6.6pp | 31.81%-19.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $128 | $3,081-95.8% | $4,048-96.8% | $4,139-96.9% |
| Admin fee / account holder | $503 | $6,500-92.3% | $8,703-94.2% | $7,234-93.1% |