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 | $15,189 | $106,749-85.8% | $145,433-89.6% | $82,448-81.6% |
| Participation rate | 10.5% | 75.6%-65.1pp | 82.1%-71.6pp | 68.1%-57.5pp |
| Annual return | 13.43% | 27.59%-14.2pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $407 | $6,519-93.8% | $7,897-94.8% | $4,139-90.2% |
| Admin fee / account holder | $9,543 | $8,390+13.7% | $13,129-27.3% | $7,234+31.9% |