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 | $2,461 | $149,040-98.3% | $120,225-98.0% | $137,256-98.2% |
| Participation rate | 25.0% | 75.4%-50.4pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | -14.97% | 605.68%-620.7pp | 439.23%-454.2pp | 220.34%-235.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $141 | $4,655-97.0% | $3,999-96.5% | $6,407-97.8% |
| Admin fee / account holder | $607 | $6,348-90.4% | $5,696-89.3% | $12,270-95.1% |