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 | $3,530 | $86,929-95.9% | $102,423-96.6% | $80,856-95.6% |
| Participation rate | 46.7% | 72.4%-25.7pp | 76.5%-29.8pp | 67.6%-21.0pp |
| Annual return | 0.32% | 18.88%-18.6pp | 29.32%-29.0pp | 35.59%-35.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,034 | $4,118-74.9% | $5,053-79.5% | $4,296-75.9% |
| Admin fee / account holder | $5,500 | $8,049-31.7% | $9,451-41.8% | $6,918-20.5% |