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 | $13,044 | $82,664-84.2% | $125,339-89.6% | $68,494-81.0% |
| Participation rate | 17.3% | 75.0%-57.7pp | 82.4%-65.1pp | 67.9%-50.6pp |
| Annual return | -34.15% | -5.97%-28.2pp | 572.05%-606.2pp | -7.84%-26.3pp |
| Employer contribution / active EE | $1,112 | $3,381-67.1% | $4,814-76.9% | $2,596-57.2% |
| Participant deferral / active EE | $1,538 | $6,110-74.8% | $7,446-79.3% | $4,027-61.8% |
| Admin fee / account holder | $6,385 | $6,275+1.7% | $10,010-36.2% | $5,403+18.2% |