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 7-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 | $13,929 | $45,566-69.4% | $64,105-78.3% | $59,632-76.6% |
| Participation rate | 42.1% | 60.2%-18.1pp | 68.2%-26.1pp | 68.7%-26.6pp |
| Annual return | -2.98% | 4.95%-7.9pp | 791.24%-794.2pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $273 | $934-70.8% | $1,820-85.0% | $2,203-87.6% |
| Participant deferral / active EE | $747 | $2,057-63.7% | $2,822-73.5% | $3,192-76.6% |
| Admin fee / account holder | $594 | $3,268-81.8% | $4,499-86.8% | $4,297-86.2% |