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 5-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 | $2,126 | $166,020-98.7% | $164,866-98.7% | $145,959-98.5% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.6%-58.6pp | 80.3%-60.3pp |
| Annual return | 7.63% | 100.08%-92.5pp | 69.97%-62.3pp | 561.95%-554.3pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $428 | $6,961-93.9% | $6,033-92.9% | $6,689-93.6% |
| Admin fee / account holder | $5,020 | $16,644-69.8% | $12,689-60.4% | $13,398-62.5% |