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 | $1,113 | $54,762-98.0% | $90,281-98.8% | $72,985-98.5% |
| Participation rate | 16.0% | 65.1%-49.1pp | 73.3%-57.3pp | 69.5%-53.5pp |
| Annual return | -42.15% | 30.63%-72.8pp | 78.10%-120.2pp | 81.00%-123.2pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $126 | $2,887-95.6% | $3,885-96.8% | $3,607-96.5% |
| Admin fee / account holder | $380 | $3,972-90.4% | $5,351-92.9% | $5,124-92.6% |