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 | $2,375 | $45,566-94.8% | $64,105-96.3% | $59,632-96.0% |
| Participation rate | 43.2% | 60.2%-17.0pp | 68.2%-25.0pp | 68.7%-25.5pp |
| Annual return | -5.67% | 4.95%-10.6pp | 791.24%-796.9pp | 2041.28%-2047.0pp |
| Employer contribution / active EE | $176 | $934-81.1% | $1,820-90.3% | $2,203-92.0% |
| Participant deferral / active EE | $365 | $2,057-82.3% | $2,822-87.1% | $3,192-88.6% |
| Admin fee / account holder | $467 | $3,268-85.7% | $4,499-89.6% | $4,297-89.1% |