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 | $2,227 | $109,413-98.0% | $156,263-98.6% | $84,808-97.4% |
| Participation rate | 6.3% | 72.7%-66.4pp | 78.9%-72.7pp | 68.3%-62.1pp |
| Annual return | -8.72% | 20.18%-28.9pp | 59.47%-68.2pp | 40.90%-49.6pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12 | $4,590-99.7% | $6,158-99.8% | $4,212-99.7% |
| Admin fee / account holder | $406 | $9,357-95.7% | $14,255-97.2% | $7,344-94.5% |