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 | $3,495 | $44,960-92.2% | $84,966-95.9% | $74,495-95.3% |
| Participation rate | 2.7% | 49.4%-46.7pp | 67.5%-64.8pp | 67.2%-64.5pp |
| Annual return | 5.29% | 26.24%-21.0pp | 66.38%-61.1pp | 1364.94%-1359.7pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $39 | $2,731-98.6% | $4,519-99.1% | $4,346-99.1% |
| Admin fee / account holder | $1,217 | $2,209-44.9% | $6,149-80.2% | $1,942-37.3% |