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 10-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 | $3,253 | $73,867-95.6% | $143,757-97.7% | $68,494-95.3% |
| Participation rate | 14.0% | 66.7%-52.7pp | 80.3%-66.3pp | 67.9%-53.9pp |
| Annual return | -22.37% | 1.01%-23.4pp | -0.04%-22.3pp | -7.84%-14.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $411 | $3,384-87.9% | $5,637-92.7% | $4,027-89.8% |
| Admin fee / account holder | $444 | $5,755-92.3% | $14,673-97.0% | $5,403-91.8% |