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 3-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 | $2,725 | $77,314-96.5% | $177,989-98.5% | $80,856-96.6% |
| Participation rate | 8.8% | 65.7%-56.9pp | 77.1%-68.3pp | 67.6%-58.8pp |
| Annual return | 9.32% | 18.09%-8.8pp | 294.48%-285.2pp | 35.59%-26.3pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $86 | $4,411-98.0% | $6,276-98.6% | $4,296-98.0% |
| Admin fee / account holder | $1,607 | $7,191-77.7% | $10,363-84.5% | $6,918-76.8% |