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 9-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 | $2,864 | $98,750-97.1% | $149,696-98.1% | $79,858-96.4% |
| Participation rate | 7.4% | 75.8%-68.4pp | 82.5%-75.1pp | 69.6%-62.2pp |
| Annual return | 1.71% | 27.43%-25.7pp | 276.60%-274.9pp | 31.71%-30.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $212 | $5,680-96.3% | $6,842-96.9% | $3,740-94.3% |
| Admin fee / account holder | $2,680 | $6,053-55.7% | $9,309-71.2% | $5,306-49.5% |