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 8-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 | $59 | $108,825-99.9% | $156,181-100.0% | $82,448-99.9% |
| Participation rate | 21.6% | 72.4%-50.8pp | 78.8%-57.3pp | 68.1%-46.5pp |
| Annual return | -114.49% | 20.59%-135.1pp | 64.87%-179.4pp | 41.64%-156.1pp |
| Employer contribution / active EE | $1,447 | $2,870-49.6% | $4,294-66.3% | $2,551-43.3% |
| Participant deferral / active EE | $1,784 | $4,577-61.0% | $6,132-70.9% | $4,139-56.9% |
| Admin fee / account holder | $565 | $9,341-94.0% | $14,586-96.1% | $7,234-92.2% |