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 9-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 | $1,757 | $42,894-95.9% | $60,874-97.1% | $68,494-97.4% |
| Participation rate | 5.4% | 66.8%-61.4pp | 73.1%-67.7pp | 67.9%-62.5pp |
| Annual return | -27.84% | -13.98%-13.9pp | 16.90%-44.7pp | -7.84%-20.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $598 | $2,867-79.2% | $3,817-84.3% | $4,027-85.2% |
| Admin fee / account holder | $21,202 | $3,101+583.8% | $3,224+557.6% | $5,403+292.4% |