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 | $7,032 | $105,860-93.4% | $90,749-92.3% | $134,475-94.8% |
| Participation rate | 41.7% | 78.2%-36.6pp | 75.7%-34.0pp | 81.2%-39.6pp |
| Annual return | -23.37% | -11.01%-12.4pp | -12.16%-11.2pp | 417.96%-441.3pp |
| Employer contribution / active EE | $967 | $3,462-72.1% | $2,921-66.9% | $4,740-79.6% |
| Participant deferral / active EE | $1,200 | $5,216-77.0% | $4,564-73.7% | $6,400-81.3% |
| Admin fee / account holder | $801 | $13,938-94.3% | $8,445-90.5% | $11,426-93.0% |