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 | $4,198 | $72,404-94.2% | $110,238-96.2% | $64,186-93.5% |
| Participation rate | 36.7% | 73.3%-36.7pp | 79.8%-43.2pp | 69.6%-32.9pp |
| Annual return | -20.20% | -6.29%-13.9pp | 314.74%-334.9pp | 7.63%-27.8pp |
| Employer contribution / active EE | $1,191 | $2,282-47.8% | $3,826-68.9% | $2,381-50.0% |
| Participant deferral / active EE | $1,192 | $3,469-65.6% | $4,672-74.5% | $3,470-65.6% |
| Admin fee / account holder | $1,576 | $5,664-72.2% | $8,547-81.6% | $4,888-67.7% |