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 | $4,000 | $48,750-91.8% | $88,946-95.5% | $74,304-94.6% |
| Participation rate | 3.7% | 44.5%-40.8pp | 68.8%-65.1pp | 60.3%-56.6pp |
| Annual return | 12.65% | 25.91%-13.3pp | 57.82%-45.2pp | 29.43%-16.8pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $61 | $2,423-97.5% | $4,581-98.7% | $3,767-98.4% |
| Admin fee / account holder | $2,269 | $3,756-39.6% | $8,261-72.5% | $2,969-23.6% |