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 | $12,701 | $48,076-73.6% | $78,689-83.9% | $62,891-79.8% |
| Participation rate | 43.3% | 65.2%-21.9pp | 73.6%-30.2pp | 69.3%-26.0pp |
| Annual return | 0.87% | 31.35%-30.5pp | 62.18%-61.3pp | 20.14%-19.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $486 | $2,588-81.2% | $3,517-86.2% | $3,203-84.8% |
| Admin fee / account holder | $4,235 | $3,207+32.0% | $4,510-6.1% | $4,296-1.4% |