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 | $13,037 | $71,883-81.9% | $86,677-85.0% | $68,494-81.0% |
| Participation rate | 23.8% | 72.2%-48.4pp | 76.6%-52.8pp | 67.9%-44.1pp |
| Annual return | -21.86% | 3.52%-25.4pp | 35.91%-57.8pp | -7.84%-14.0pp |
| Employer contribution / active EE | $755 | $2,173-65.3% | $2,836-73.4% | $2,596-70.9% |
| Participant deferral / active EE | $1,356 | $3,779-64.1% | $4,656-70.9% | $4,027-66.3% |
| Admin fee / account holder | $1,260 | $6,112-79.4% | $7,493-83.2% | $5,403-76.7% |