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 9-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 | $7,561 | $72,404-89.6% | $110,238-93.1% | $64,186-88.2% |
| Participation rate | 40.7% | 73.3%-32.6pp | 79.8%-39.1pp | 69.6%-28.8pp |
| Annual return | -14.20% | -6.29%-7.9pp | 314.74%-328.9pp | 7.63%-21.8pp |
| Employer contribution / active EE | $1,005 | $2,282-55.9% | $3,826-73.7% | $2,381-57.8% |
| Participant deferral / active EE | $1,229 | $3,469-64.6% | $4,672-73.7% | $3,470-64.6% |
| Admin fee / account holder | $635 | $5,664-88.8% | $8,547-92.6% | $4,888-87.0% |