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 | $1,278 | $51,175-97.5% | $70,515-98.2% | $75,163-98.3% |
| Participation rate | 6.7% | 60.9%-54.3pp | 68.3%-61.7pp | 67.2%-60.5pp |
| Annual return | -15.02% | 30.02%-45.0pp | 32.77%-47.8pp | 160.62%-175.6pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $26 | $2,849-99.1% | $4,567-99.4% | $4,125-99.4% |
| Admin fee / account holder | $1,442 | $4,091-64.7% | $6,412-77.5% | $5,651-74.5% |