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 3-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 | $5,088 | $58,627-91.3% | $76,735-93.4% | $82,448-93.8% |
| Participation rate | 17.7% | 63.2%-45.5pp | 69.5%-51.8pp | 68.1%-50.3pp |
| Annual return | 7.55% | 39.10%-31.6pp | 29.77%-22.2pp | 41.64%-34.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $440 | $3,134-86.0% | $4,088-89.2% | $4,139-89.4% |
| Admin fee / account holder | $3,541 | $5,323-33.5% | $7,189-50.8% | $7,234-51.1% |