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 4-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 | $23,672 | $91,538-74.1% | $129,995-81.8% | $75,163-68.5% |
| Participation rate | 23.6% | 71.4%-47.8pp | 78.5%-54.8pp | 67.2%-43.6pp |
| Annual return | 9.52% | -631.11%+640.6pp | -137.18%+146.7pp | 160.62%-151.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,434 | $4,341-67.0% | $5,820-75.4% | $4,125-65.2% |
| Admin fee / account holder | $11,583 | $6,790+70.6% | $10,614+9.1% | $5,651+105.0% |