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 5-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 | $10,469 | $100,923-89.6% | $150,045-93.0% | $74,304-85.9% |
| Participation rate | 16.7% | 70.1%-53.4pp | 82.3%-65.7pp | 60.3%-43.7pp |
| Annual return | -1.09% | 51.77%-52.9pp | 62.55%-63.6pp | 29.43%-30.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $580 | $6,709-91.4% | $7,997-92.7% | $3,767-84.6% |
| Admin fee / account holder | $5,082 | $2,767+83.7% | $13,435-62.2% | $2,969+71.2% |