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 | $2,397 | $58,208-95.9% | $81,812-97.1% | $80,856-97.0% |
| Participation rate | 34.0% | 63.4%-29.4pp | 72.3%-38.3pp | 67.6%-33.6pp |
| Annual return | 8.23% | 41.66%-33.4pp | 773.79%-765.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $222 | $3,281-93.2% | $4,319-94.9% | $4,296-94.8% |
| Admin fee / account holder | $648 | $4,981-87.0% | $7,386-91.2% | $6,918-90.6% |