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 5-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 | $7,274 | $73,867-90.2% | $143,757-94.9% | $68,494-89.4% |
| Participation rate | 25.9% | 66.7%-40.7pp | 80.3%-54.4pp | 67.9%-42.0pp |
| Annual return | -21.03% | 1.01%-22.0pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $561 | $3,184-82.4% | $4,951-88.7% | $2,596-78.4% |
| Participant deferral / active EE | $663 | $3,384-80.4% | $5,637-88.2% | $4,027-83.5% |
| Admin fee / account holder | $828 | $5,755-85.6% | $14,673-94.4% | $5,403-84.7% |