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 6-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 | $6,861 | $73,004-90.6% | $90,749-92.4% | $68,494-90.0% |
| Participation rate | 36.3% | 70.8%-34.6pp | 75.7%-39.4pp | 67.9%-31.6pp |
| Annual return | -46.54% | -13.81%-32.7pp | -12.16%-34.4pp | -7.84%-38.7pp |
| Employer contribution / active EE | $855 | $2,193-61.0% | $2,921-70.7% | $2,596-67.1% |
| Participant deferral / active EE | $1,136 | $3,627-68.7% | $4,564-75.1% | $4,027-71.8% |
| Admin fee / account holder | $797 | $5,896-86.5% | $8,445-90.6% | $5,403-85.2% |