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 | $292 | $238,490-99.9% | $180,183-99.8% | $142,382-99.8% |
| Participation rate | 26.3% | 82.3%-55.9pp | 77.4%-51.1pp | 80.1%-53.8pp |
| Annual return | -6.18% | 33.56%-39.7pp | 27.86%-34.0pp | 217.08%-223.3pp |
| Employer contribution / active EE | $0 | $6,143-100.0% | $5,039-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $79 | $7,996-99.0% | $6,822-98.8% | $6,507-98.8% |
| Admin fee / account holder | $406 | $28,866-98.6% | $19,975-98.0% | $12,624-96.8% |