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 | $2,557 | $77,899-96.7% | $149,673-98.3% | $75,163-96.6% |
| Participation rate | 48.6% | 65.6%-17.0pp | 78.8%-30.2pp | 67.2%-18.6pp |
| Annual return | -25.08% | 31.72%-56.8pp | 134.42%-159.5pp | 160.62%-185.7pp |
| Employer contribution / active EE | $496 | $3,137-84.2% | $4,818-89.7% | $2,670-81.4% |
| Participant deferral / active EE | $448 | $3,411-86.9% | $5,680-92.1% | $4,125-89.1% |
| Admin fee / account holder | $608 | $5,956-89.8% | $13,210-95.4% | $5,651-89.2% |