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 | $14,467 | $86,944-83.4% | $107,525-86.5% | $74,304-80.5% |
| Participation rate | 9.8% | 59.6%-49.8pp | 75.1%-65.3pp | 60.3%-50.6pp |
| Annual return | 12.11% | 23.52%-11.4pp | 181.32%-169.2pp | 29.43%-17.3pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $301 | $3,554-91.5% | $5,116-94.1% | $3,767-92.0% |
| Admin fee / account holder | $14,061 | $3,727+277.3% | $8,919+57.7% | $2,969+373.6% |