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 | $5,501 | $73,867-92.6% | $143,757-96.2% | $68,494-92.0% |
| Participation rate | 23.3% | 66.7%-43.3pp | 80.3%-57.0pp | 67.9%-44.6pp |
| Annual return | -27.30% | 1.01%-28.3pp | -0.04%-27.3pp | -7.84%-19.5pp |
| Employer contribution / active EE | $415 | $3,184-87.0% | $4,951-91.6% | $2,596-84.0% |
| Participant deferral / active EE | $611 | $3,384-81.9% | $5,637-89.2% | $4,027-84.8% |
| Admin fee / account holder | $1,700 | $5,755-70.5% | $14,673-88.4% | $5,403-68.5% |