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 | $1,605 | $48,046-96.7% | $84,611-98.1% | $72,985-97.8% |
| Participation rate | 20.7% | 57.6%-36.9pp | 68.2%-47.5pp | 69.5%-48.8pp |
| Annual return | 16.27% | 37.38%-21.1pp | 258.74%-242.5pp | 81.00%-64.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $610 | $2,680-77.2% | $3,899-84.4% | $3,607-83.1% |
| Admin fee / account holder | $2,474 | $3,395-27.1% | $4,912-49.6% | $5,124-51.7% |