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 | $45,343-93.4% | $150,298-98.0% | $67,986-95.6% |
| Participation rate | 9.4% | 51.9%-42.5pp | 77.8%-68.4pp | 57.2%-47.8pp |
| Annual return | 3.39% | 33.28%-29.9pp | 62.79%-59.4pp | 31.67%-28.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $109 | $2,055-94.7% | $5,453-98.0% | $3,358-96.8% |
| Admin fee / account holder | $2,409 | $2,250+7.1% | $14,116-82.9% | $3,203-24.8% |