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 | $434 | $54,705-99.2% | $71,209-99.4% | $84,808-99.5% |
| Participation rate | 3.2% | 64.1%-60.8pp | 73.8%-70.5pp | 68.3%-65.1pp |
| Annual return | 7.51% | 35.90%-28.4pp | 282.51%-275.0pp | 40.90%-33.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $365 | $3,030-88.0% | $4,175-91.3% | $4,212-91.3% |
| Admin fee / account holder | $300,973 | $4,863+6088.5% | $5,349+5526.9% | $7,344+3998.3% |