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 | $5,581 | $133,958-95.8% | $112,228-95.0% | $134,475-95.8% |
| Participation rate | 30.0% | 78.6%-48.6pp | 75.1%-45.1pp | 81.2%-51.2pp |
| Annual return | -39.61% | 47.11%-86.7pp | 27.45%-67.1pp | 417.96%-457.6pp |
| Employer contribution / active EE | $1,135 | $4,038-71.9% | $3,635-68.8% | $4,740-76.0% |
| Participant deferral / active EE | $152 | $5,291-97.1% | $4,728-96.8% | $6,400-97.6% |
| Admin fee / account holder | $4,968 | $7,489-33.7% | $6,410-22.5% | $11,426-56.5% |