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 7-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 | $2,421 | $105,859-97.7% | $90,160-97.3% | $147,584-98.4% |
| Participation rate | 55.0% | 79.7%-24.7pp | 76.9%-21.9pp | 82.8%-27.8pp |
| Annual return | -26.70% | 37.63%-64.3pp | 34.88%-61.6pp | 578.55%-605.2pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,514 | $5,733-73.6% | $5,288-71.4% | $5,439-72.2% |
| Admin fee / account holder | $672 | $8,046-91.6% | $5,943-88.7% | $10,885-93.8% |