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 6-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 | $1,346 | $109,881-98.8% | $150,045-99.1% | $84,808-98.4% |
| Participation rate | 34.3% | 76.1%-41.8pp | 82.3%-48.0pp | 68.3%-34.0pp |
| Annual return | 7.71% | 28.25%-20.5pp | 62.55%-54.8pp | 40.90%-33.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $118 | $6,636-98.2% | $7,997-98.5% | $4,212-97.2% |
| Admin fee / account holder | $1,269 | $8,568-85.2% | $13,435-90.6% | $7,344-82.7% |