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 | $5,481 | $56,053-90.2% | $75,972-92.8% | $80,856-93.2% |
| Participation rate | 18.8% | 62.0%-43.3pp | 69.1%-50.3pp | 67.6%-48.9pp |
| Annual return | 1.50% | 20.53%-19.0pp | 359.55%-358.0pp | 35.59%-34.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $845 | $3,052-72.3% | $4,255-80.2% | $4,296-80.3% |
| Admin fee / account holder | $21,236 | $5,234+305.8% | $6,467+228.4% | $6,918+207.0% |