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 | $1,748 | $177,572-99.0% | $154,803-98.9% | $142,382-98.8% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.1%-58.1pp | 80.1%-60.1pp |
| Annual return | -45.17% | 65.07%-110.2pp | 58.88%-104.1pp | 217.08%-262.2pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $46 | $6,272-99.3% | $5,540-99.2% | $6,507-99.3% |
| Admin fee / account holder | $1,756 | $16,786-89.5% | $14,329-87.7% | $12,624-86.1% |