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 | $7,123 | $64,707-89.0% | $112,228-93.7% | $68,494-89.6% |
| Participation rate | 6.1% | 67.2%-61.0pp | 75.1%-68.9pp | 67.9%-61.8pp |
| Annual return | -28.07% | -11.40%-16.7pp | 27.45%-55.5pp | -7.84%-20.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $539 | $3,565-84.9% | $4,728-88.6% | $4,027-86.6% |
| Admin fee / account holder | $306 | $5,232-94.2% | $6,410-95.2% | $5,403-94.3% |