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 | $3,499 | $45,152-92.3% | $73,843-95.3% | $59,632-94.1% |
| Participation rate | 13.4% | 64.0%-50.6pp | 73.4%-60.0pp | 68.7%-55.2pp |
| Annual return | -4.97% | 27.40%-32.4pp | 2267.84%-2272.8pp | 2041.28%-2046.2pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $277 | $2,574-89.2% | $3,583-92.3% | $3,192-91.3% |
| Admin fee / account holder | $307 | $3,516-91.3% | $4,880-93.7% | $4,297-92.9% |