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 | $9,937 | $82,664-88.0% | $125,339-92.1% | $68,494-85.5% |
| Participation rate | 55.1% | 75.0%-19.9pp | 82.4%-27.3pp | 67.9%-12.8pp |
| Annual return | -20.64% | -5.97%-14.7pp | 572.05%-592.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,140 | $3,381-66.3% | $4,814-76.3% | $2,596-56.1% |
| Participant deferral / active EE | $1,925 | $6,110-68.5% | $7,446-74.2% | $4,027-52.2% |
| Admin fee / account holder | $399 | $6,275-93.6% | $10,010-96.0% | $5,403-92.6% |