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 | $5,490 | $54,350-89.9% | $82,719-93.4% | $68,494-92.0% |
| Participation rate | 3.5% | 63.9%-60.4pp | 72.6%-69.0pp | 67.9%-64.4pp |
| Annual return | -45.80% | -13.67%-32.1pp | 701.18%-747.0pp | -7.84%-38.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $188 | $3,246-94.2% | $4,395-95.7% | $4,027-95.3% |
| Admin fee / account holder | $2,285 | $4,395-48.0% | $5,329-57.1% | $5,403-57.7% |