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 | $4,932 | $94,625-94.8% | $116,228-95.8% | $84,808-94.2% |
| Participation rate | 28.9% | 70.4%-41.6pp | 74.6%-45.7pp | 68.3%-39.4pp |
| Annual return | 0.93% | 20.40%-19.5pp | 90.06%-89.1pp | 40.90%-40.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,501 | $3,972-62.2% | $4,953-69.7% | $4,212-64.4% |
| Admin fee / account holder | $10,628 | $10,091+5.3% | $11,989-11.4% | $7,344+44.7% |