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 6-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 | $9,553 | $138,044-93.1% | $125,339-92.4% | $134,475-92.9% |
| Participation rate | 27.3% | 84.5%-57.2pp | 82.4%-55.1pp | 81.2%-53.9pp |
| Annual return | -25.59% | 750.33%-775.9pp | 572.05%-597.6pp | 417.96%-443.6pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,984 | $7,799-74.6% | $7,446-73.4% | $6,400-69.0% |
| Admin fee / account holder | $5,026 | $11,571-56.6% | $10,010-49.8% | $11,426-56.0% |