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 6-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 | $10,145 | $82,664-87.7% | $125,339-91.9% | $68,494-85.2% |
| Participation rate | 28.6% | 75.0%-46.5pp | 82.4%-53.8pp | 67.9%-39.3pp |
| Annual return | -23.92% | -5.97%-18.0pp | 572.05%-596.0pp | -7.84%-16.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,403 | $6,110-60.7% | $7,446-67.7% | $4,027-40.3% |
| Admin fee / account holder | $9,016 | $6,275+43.7% | $10,010-9.9% | $5,403+66.9% |