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 | $5,307 | $59,805-91.1% | $79,550-93.3% | $68,494-92.3% |
| Participation rate | 17.0% | 61.1%-44.0pp | 69.5%-52.5pp | 67.9%-50.9pp |
| Annual return | -42.39% | -12.30%-30.1pp | 0.16%-42.6pp | -7.84%-34.5pp |
| Employer contribution / active EE | $397 | $1,505-73.6% | $2,413-83.5% | $2,596-84.7% |
| Participant deferral / active EE | $641 | $3,024-78.8% | $3,985-83.9% | $4,027-84.1% |
| Admin fee / account holder | $818 | $4,835-83.1% | $6,832-88.0% | $5,403-84.9% |