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 5-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 | $1,223 | $118,427-99.0% | $66,042-98.1% | $142,382-99.1% |
| Participation rate | 37.5% | 68.1%-30.6pp | 67.5%-30.0pp | 80.1%-42.6pp |
| Annual return | -13.33% | 35.57%-48.9pp | 52.11%-65.4pp | 217.08%-230.4pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $62 | $4,311-98.6% | $2,835-97.8% | $6,507-99.0% |
| Admin fee / account holder | $993 | $9,593-89.7% | $5,747-82.7% | $12,624-92.1% |