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 10-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 | $8,384 | $73,867-88.6% | $143,757-94.2% | $68,494-87.8% |
| Participation rate | 18.6% | 66.7%-48.1pp | 80.3%-61.7pp | 67.9%-49.3pp |
| Annual return | -20.01% | 1.01%-21.0pp | -0.04%-20.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $880 | $3,384-74.0% | $5,637-84.4% | $4,027-78.2% |
| Admin fee / account holder | $5,251 | $5,755-8.8% | $14,673-64.2% | $5,403-2.8% |