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 5-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 | $575 | $77,899-99.3% | $149,673-99.6% | $75,163-99.2% |
| Participation rate | 28.6% | 65.6%-37.0pp | 78.8%-50.2pp | 67.2%-38.6pp |
| Annual return | -6.73% | 31.72%-38.4pp | 134.42%-141.1pp | 160.62%-167.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $68 | $3,411-98.0% | $5,680-98.8% | $4,125-98.3% |
| Admin fee / account holder | $1,540 | $5,956-74.1% | $13,210-88.3% | $5,651-72.7% |