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 | $10,405 | $81,446-87.2% | $103,374-89.9% | $80,874-87.1% |
| Participation rate | 3.2% | 66.9%-63.7pp | 74.5%-71.3pp | 67.6%-64.5pp |
| Annual return | 3.97% | 25.57%-21.6pp | 24.89%-20.9pp | 35.62%-31.6pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $255 | $3,870-93.4% | $5,058-95.0% | $4,297-94.1% |
| Admin fee / account holder | $6,450 | $6,715-3.9% | $8,394-23.2% | $6,935-7.0% |