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 4-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 | $1,125 | $132,634-99.2% | $115,768-99.0% | $137,256-99.2% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.4%-61.9pp | 80.0%-67.5pp |
| Annual return | -84.43% | 160.70%-245.1pp | 100.46%-184.9pp | 220.34%-304.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $120 | $5,619-97.9% | $4,917-97.6% | $6,407-98.1% |
| Admin fee / account holder | $1,014 | $15,028-93.3% | $12,439-91.8% | $12,270-91.7% |