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 | $9,348 | $82,664-88.7% | $125,339-92.5% | $68,494-86.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 82.4%-49.0pp | 67.9%-34.6pp |
| Annual return | -21.99% | -5.97%-16.0pp | 572.05%-594.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $763 | $3,381-77.4% | $4,814-84.2% | $2,596-70.6% |
| Participant deferral / active EE | $1,009 | $6,110-83.5% | $7,446-86.5% | $4,027-75.0% |
| Admin fee / account holder | $858 | $6,275-86.3% | $10,010-91.4% | $5,403-84.1% |