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 3-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 | $3,763 | $60,022-93.7% | $88,946-95.8% | $84,808-95.6% |
| Participation rate | 3.7% | 57.8%-54.1pp | 68.8%-65.1pp | 68.3%-64.6pp |
| Annual return | -87.99% | 22.43%-110.4pp | 57.82%-145.8pp | 40.90%-128.9pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $122 | $3,114-96.1% | $4,581-97.3% | $4,212-97.1% |
| Admin fee / account holder | $3,628 | $4,811-24.6% | $8,261-56.1% | $7,344-50.6% |