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 | $2,005 | $60,892-96.7% | $82,389-97.6% | $84,808-97.6% |
| Participation rate | 10.9% | 63.3%-52.4pp | 69.5%-58.7pp | 68.3%-57.4pp |
| Annual return | 5.92% | 37.29%-31.4pp | 28.67%-22.7pp | 40.90%-35.0pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $151 | $3,179-95.2% | $4,155-96.4% | $4,212-96.4% |
| Admin fee / account holder | $1,678 | $5,467-69.3% | $7,231-76.8% | $7,344-77.1% |