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 | $3,276 | $77,899-95.8% | $149,673-97.8% | $75,163-95.6% |
| Participation rate | 11.1% | 65.6%-54.5pp | 78.8%-67.7pp | 67.2%-56.1pp |
| Annual return | -9.78% | 31.72%-41.5pp | 134.42%-144.2pp | 160.62%-170.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $219 | $3,411-93.6% | $5,680-96.1% | $4,125-94.7% |
| Admin fee / account holder | $1,964 | $5,956-67.0% | $13,210-85.1% | $5,651-65.2% |