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 4-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 | $4,607 | $80,717-94.3% | $154,803-97.0% | $84,808-94.6% |
| Participation rate | 69.7% | 66.8%+2.9pp | 78.1%-8.4pp | 68.3%+1.4pp |
| Annual return | 7.46% | 37.96%-30.5pp | 58.88%-51.4pp | 40.90%-33.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $159 | $3,303-95.2% | $5,540-97.1% | $4,212-96.2% |
| Admin fee / account holder | $1,096 | $6,746-83.8% | $14,329-92.4% | $7,344-85.1% |