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 10-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 | $2,845 | $81,248-96.5% | $155,509-98.2% | $80,856-96.5% |
| Participation rate | 26.7% | 66.2%-39.6pp | 78.2%-51.5pp | 67.6%-41.0pp |
| Annual return | 2.31% | 33.31%-31.0pp | 64.67%-62.4pp | 35.59%-33.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $104 | $3,452-97.0% | $5,626-98.2% | $4,296-97.6% |
| Admin fee / account holder | $4,518 | $7,997-43.5% | $15,912-71.6% | $6,918-34.7% |