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 | $2,447 | $48,265-94.9% | $68,791-96.4% | $68,494-96.4% |
| Participation rate | 6.3% | 60.7%-54.4pp | 69.0%-62.8pp | 67.9%-61.6pp |
| Annual return | -29.99% | -12.71%-17.3pp | -6.38%-23.6pp | -7.84%-22.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $209 | $2,867-92.7% | $3,941-94.7% | $4,027-94.8% |
| Admin fee / account holder | $452 | $4,355-89.6% | $4,932-90.8% | $5,403-91.6% |