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 4-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 | $21,985 | $148,978-85.2% | $200,582-89.0% | $84,808-74.1% |
| Participation rate | 2.5% | 84.2%-81.7pp | 86.9%-84.4pp | 68.3%-65.8pp |
| Annual return | 8.17% | 28.16%-20.0pp | 42.33%-34.2pp | 40.90%-32.7pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $363 | $7,142-94.9% | $9,331-96.1% | $4,212-91.4% |
| Admin fee / account holder | $20,123 | $13,977+44.0% | $16,305+23.4% | $7,344+174.0% |