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 3-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 | $1,810 | $81,460-97.8% | $103,333-98.2% | $80,856-97.8% |
| Participation rate | 60.7% | 66.8%-6.1pp | 74.5%-13.8pp | 67.6%-6.9pp |
| Annual return | 1.89% | 25.55%-23.7pp | 24.88%-23.0pp | 35.59%-33.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $339 | $3,869-91.2% | $5,057-93.3% | $4,296-92.1% |
| Admin fee / account holder | $1,484 | $6,566-77.4% | $8,355-82.2% | $6,918-78.5% |