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 8-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 | $5,049 | $57,590-91.2% | $86,233-94.1% | $82,448-93.9% |
| Participation rate | 17.1% | 57.9%-40.7pp | 69.0%-51.9pp | 68.1%-50.9pp |
| Annual return | 13.50% | 22.41%-8.9pp | 61.39%-47.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $215 | $3,080-93.0% | $4,559-95.3% | $4,139-94.8% |
| Admin fee / account holder | $944 | $4,730-80.1% | $8,342-88.7% | $7,234-87.0% |