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 | $2,274 | $93,024-97.6% | $77,024-97.0% | $134,475-98.3% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -29.59% | 62.60%-92.2pp | 42.32%-71.9pp | 417.96%-447.6pp |
| Employer contribution / active EE | $387 | $3,418-88.7% | $2,812-86.2% | $4,740-91.8% |
| Participant deferral / active EE | $394 | $5,238-92.5% | $4,426-91.1% | $6,400-93.8% |
| Admin fee / account holder | $2,422 | $6,944-65.1% | $5,425-55.4% | $11,426-78.8% |