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 | $4,240 | $81,460-94.8% | $103,333-95.9% | $80,856-94.8% |
| Participation rate | 12.0% | 66.8%-54.8pp | 74.5%-62.5pp | 67.6%-55.6pp |
| Annual return | 1.62% | 25.55%-23.9pp | 24.88%-23.3pp | 35.59%-34.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $218 | $3,869-94.4% | $5,057-95.7% | $4,296-94.9% |
| Admin fee / account holder | $623 | $6,566-90.5% | $8,355-92.5% | $6,918-91.0% |