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 | $1,706 | $64,707-97.4% | $112,228-98.5% | $68,494-97.5% |
| Participation rate | 14.3% | 67.2%-52.9pp | 75.1%-60.8pp | 67.9%-53.6pp |
| Annual return | -22.36% | -11.40%-11.0pp | 27.45%-49.8pp | -7.84%-14.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $104 | $3,565-97.1% | $4,728-97.8% | $4,027-97.4% |
| Admin fee / account holder | $1,167 | $5,232-77.7% | $6,410-81.8% | $5,403-78.4% |