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 10-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 | $2,938 | $81,632-96.4% | $70,449-95.8% | $158,922-98.2% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | -27.04% | 208.40%-235.4pp | 109.03%-136.1pp | 302.83%-329.9pp |
| Employer contribution / active EE | $655 | $3,217-79.6% | $2,737-76.1% | $4,761-86.2% |
| Participant deferral / active EE | $861 | $4,554-81.1% | $3,709-76.8% | $5,982-85.6% |
| Admin fee / account holder | $1,942 | $6,193-68.6% | $3,845-49.5% | $11,246-82.7% |