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 | $4,057 | $91,190-95.6% | $178,490-97.7% | $79,858-94.9% |
| Participation rate | 20.0% | 69.2%-49.2pp | 81.9%-61.9pp | 69.6%-49.6pp |
| Annual return | -16.05% | 24.19%-40.2pp | 151.07%-167.1pp | 31.71%-47.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $286 | $3,236-91.2% | $5,202-94.5% | $3,740-92.4% |
| Admin fee / account holder | $3,237 | $6,751-52.1% | $13,984-76.9% | $5,306-39.0% |