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 | $8,944 | $64,707-86.2% | $112,228-92.0% | $68,494-86.9% |
| Participation rate | 14.1% | 67.2%-53.0pp | 75.1%-61.0pp | 67.9%-53.8pp |
| Annual return | -24.63% | -11.40%-13.2pp | 27.45%-52.1pp | -7.84%-16.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $436 | $3,565-87.8% | $4,728-90.8% | $4,027-89.2% |
| Admin fee / account holder | $897 | $5,232-82.9% | $6,410-86.0% | $5,403-83.4% |