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 7-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 | $3,379 | $53,136-93.6% | $155,509-97.8% | $199,593-98.3% |
| Participation rate | 2.7% | 64.1%-61.4pp | 78.2%-75.5pp | 72.0%-69.3pp |
| Annual return | 6.85% | 41.15%-34.3pp | 64.67%-57.8pp | 34.25%-27.4pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $23 | $3,161-99.3% | $5,626-99.6% | $5,087-99.6% |
| Admin fee / account holder | $1,382 | $185+645.7% | $15,912-91.3% | $269+414.3% |