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 | $8,974 | $165,335-94.6% | $149,696-94.0% | $158,922-94.4% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | -15.93% | 348.15%-364.1pp | 276.60%-292.5pp | 302.83%-318.8pp |
| Employer contribution / active EE | $1,162 | $5,103-77.2% | $4,644-75.0% | $4,761-75.6% |
| Participant deferral / active EE | $1,609 | $7,181-77.6% | $6,842-76.5% | $5,982-73.1% |
| Admin fee / account holder | $73,000 | $10,807+575.5% | $9,309+684.2% | $11,246+549.1% |