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 6-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 | $4,176 | $78,926-94.7% | $136,749-96.9% | $84,808-95.1% |
| Participation rate | 46.6% | 62.2%-15.6pp | 72.1%-25.6pp | 68.3%-21.7pp |
| Annual return | 12.10% | 18.17%-6.1pp | 24.33%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $323 | $3,168-89.8% | $4,692-93.1% | $4,212-92.3% |
| Admin fee / account holder | $1,117 | $6,369-82.5% | $11,386-90.2% | $7,344-84.8% |