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 3-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 | $9,742 | $88,083-88.9% | $164,813-94.1% | $74,495-86.9% |
| Participation rate | 4.7% | 73.0%-68.4pp | 78.6%-73.9pp | 67.2%-62.5pp |
| Annual return | -18.93% | 17.26%-36.2pp | 69.93%-88.9pp | 1364.94%-1383.9pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $289 | $4,498-93.6% | $6,031-95.2% | $4,346-93.4% |
| Admin fee / account holder | $3,081 | $2,234+37.9% | $12,690-75.7% | $1,942+58.7% |