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 | $1,245 | $46,674-97.3% | $117,472-98.9% | $68,494-98.2% |
| Participation rate | 51.9% | 56.8%-4.9pp | 70.6%-18.7pp | 67.9%-16.0pp |
| Annual return | -19.99% | -14.52%-5.5pp | 29.74%-49.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $428 | $1,505-71.6% | $4,176-89.8% | $2,596-83.5% |
| Participant deferral / active EE | $174 | $2,636-93.4% | $4,070-95.7% | $4,027-95.7% |
| Admin fee / account holder | $543 | $4,020-86.5% | $5,645-90.4% | $5,403-90.0% |