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 10-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 | $3,280 | $127,386-97.4% | $115,037-97.1% | $125,391-97.4% |
| Participation rate | 10.0% | 84.2%-74.2pp | 81.4%-71.4pp | 83.2%-73.2pp |
| Annual return | -20.30% | 31.28%-51.6pp | 26.14%-46.4pp | 282.22%-302.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $446 | $6,423-93.1% | $6,026-92.6% | $5,352-91.7% |
| Admin fee / account holder | $4,748 | $9,516-50.1% | $8,175-41.9% | $9,540-50.2% |