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 5-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 | $4,776 | $73,867-93.5% | $143,757-96.7% | $68,494-93.0% |
| Participation rate | 6.1% | 66.7%-60.6pp | 80.3%-74.2pp | 67.9%-61.8pp |
| Annual return | -20.89% | 1.01%-21.9pp | -0.04%-20.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $241 | $3,384-92.9% | $5,637-95.7% | $4,027-94.0% |
| Admin fee / account holder | $4,389 | $5,755-23.7% | $14,673-70.1% | $5,403-18.8% |