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 6-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 | $19,107 | $49,451-61.4% | $79,550-76.0% | $66,914-71.4% |
| Participation rate | 17.8% | 61.3%-43.6pp | 69.5%-51.7pp | 69.8%-52.0pp |
| Annual return | -19.96% | 84.25%-104.2pp | 0.16%-20.1pp | 1.58%-21.5pp |
| Employer contribution / active EE | $560 | $1,266-55.7% | $2,413-76.8% | $2,544-78.0% |
| Participant deferral / active EE | $839 | $3,159-73.4% | $3,985-78.9% | $4,237-80.2% |
| Admin fee / account holder | $922 | $595+55.1% | $6,832-86.5% | $593+55.4% |