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 4-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 | $1,393 | $53,516-97.4% | $126,539-98.9% | $84,808-98.4% |
| Participation rate | 6.3% | 58.2%-52.0pp | 69.8%-63.6pp | 68.3%-62.1pp |
| Annual return | 2.70% | 58.34%-55.6pp | 425.95%-423.2pp | 40.90%-38.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $514 | $2,671-80.8% | $4,083-87.4% | $4,212-87.8% |
| Admin fee / account holder | $16,843 | $4,497+274.6% | $6,065+177.7% | $7,344+129.3% |