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 | $264 | $177,572-99.9% | $154,803-99.8% | $142,382-99.8% |
| Participation rate | 12.5% | 82.1%-69.6pp | 78.1%-65.6pp | 80.1%-67.6pp |
| Annual return | 3.65% | 65.07%-61.4pp | 58.88%-55.2pp | 217.08%-213.4pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,071 | $6,272-82.9% | $5,540-80.7% | $6,507-83.5% |
| Admin fee / account holder | $10,525 | $16,786-37.3% | $14,329-26.5% | $12,624-16.6% |