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 3-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 | $342 | $64,839-99.5% | $95,585-99.6% | $84,808-99.6% |
| Participation rate | 45.7% | 63.8%-18.1pp | 72.1%-26.4pp | 68.3%-22.6pp |
| Annual return | -35.21% | -670.96%+635.7pp | 38.56%-73.8pp | 40.90%-76.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $71 | $2,965-97.6% | $4,023-98.2% | $4,212-98.3% |
| Admin fee / account holder | $308 | $5,964-94.8% | $6,127-95.0% | $7,344-95.8% |