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 4-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 | $0 | $37,426-100.0% | $77,482-100.0% | $79,858-100.0% |
| Participation rate | 29.8% | 41.5%-11.7pp | 54.2%-24.4pp | 69.6%-39.8pp |
| Annual return | -110.76% | 39.70%-150.5pp | 54.79%-165.5pp | 31.71%-142.5pp |
| Employer contribution / active EE | $152 | $637-76.2% | $986-84.6% | $2,471-93.9% |
| Participant deferral / active EE | $223 | $1,260-82.3% | $1,861-88.0% | $3,740-94.0% |
| Admin fee / account holder | $345 | $2,504-86.2% | $2,858-87.9% | $5,306-93.5% |