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 | $2,709 | $177,572-98.5% | $154,803-98.3% | $142,382-98.1% |
| Participation rate | 5.0% | 82.1%-77.1pp | 78.1%-73.1pp | 80.1%-75.1pp |
| Annual return | 5.75% | 65.07%-59.3pp | 58.88%-53.1pp | 217.08%-211.3pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $41 | $6,272-99.4% | $5,540-99.3% | $6,507-99.4% |
| Admin fee / account holder | $4,698 | $16,786-72.0% | $14,329-67.2% | $12,624-62.8% |