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 | $2,999 | $49,915-94.0% | $154,803-98.1% | $74,304-96.0% |
| Participation rate | 9.4% | 54.0%-44.6pp | 78.1%-68.7pp | 60.3%-51.0pp |
| Annual return | 3.39% | 34.06%-30.7pp | 58.88%-55.5pp | 29.43%-26.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $109 | $2,255-95.2% | $5,540-98.0% | $3,767-97.1% |
| Admin fee / account holder | $2,409 | $2,189+10.0% | $14,329-83.2% | $2,969-18.9% |