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 4-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 | $1,797 | $101,724-98.2% | $164,813-98.9% | $80,856-97.8% |
| Participation rate | 14.6% | 71.8%-57.2pp | 78.6%-64.0pp | 67.6%-53.0pp |
| Annual return | 6.43% | 16.72%-10.3pp | 69.93%-63.5pp | 35.59%-29.2pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $898 | $4,477-80.0% | $6,031-85.1% | $4,296-79.1% |
| Admin fee / account holder | $4,415 | $8,227-46.3% | $12,690-65.2% | $6,918-36.2% |