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 | $4,050 | $80,717-95.0% | $154,803-97.4% | $84,808-95.2% |
| Participation rate | 15.5% | 66.8%-51.3pp | 78.1%-62.6pp | 68.3%-52.8pp |
| Annual return | -33.27% | 37.96%-71.2pp | 58.88%-92.1pp | 40.90%-74.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $148 | $3,303-95.5% | $5,540-97.3% | $4,212-96.5% |
| Admin fee / account holder | $2,277 | $6,746-66.2% | $14,329-84.1% | $7,344-69.0% |