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 | $1,063 | $217,402-99.5% | $185,823-99.4% | $167,490-99.4% |
| Participation rate | 8.3% | 86.0%-77.7pp | 81.7%-73.4pp | 82.1%-73.8pp |
| Annual return | -12.06% | 148.36%-160.4pp | 122.05%-134.1pp | 478.56%-490.6pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $107 | $6,356-98.3% | $5,568-98.1% | $6,341-98.3% |
| Admin fee / account holder | $2,475 | $19,811-87.5% | $16,237-84.8% | $12,309-79.9% |