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 8-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 | $3,523 | $98,750-96.4% | $149,696-97.6% | $79,858-95.6% |
| Participation rate | 17.9% | 75.8%-57.9pp | 82.5%-64.6pp | 69.6%-51.8pp |
| Annual return | -9.49% | 27.43%-36.9pp | 276.60%-286.1pp | 31.71%-41.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $325 | $5,680-94.3% | $6,842-95.2% | $3,740-91.3% |
| Admin fee / account holder | $1,347 | $6,053-77.7% | $9,309-85.5% | $5,306-74.6% |