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 | $1,404 | $90,503-98.4% | $78,689-98.2% | $273,961-99.5% |
| Participation rate | 27.3% | 76.5%-49.2pp | 73.6%-46.3pp | 83.0%-55.7pp |
| Annual return | -60.09% | 75.60%-135.7pp | 62.18%-122.3pp | 41.45%-101.5pp |
| Employer contribution / active EE | $92 | $3,176-97.1% | $2,851-96.8% | $4,869-98.1% |
| Participant deferral / active EE | $262 | $3,901-93.3% | $3,517-92.5% | $5,287-95.0% |
| Admin fee / account holder | $376 | $5,263-92.9% | $4,510-91.7% | $10,132-96.3% |