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 8-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 | $8,643 | $95,193-90.9% | $76,523-88.7% | $135,375-93.6% |
| Participation rate | 21.4% | 74.4%-53.0pp | 68.0%-46.6pp | 82.6%-61.2pp |
| Annual return | -14.94% | 4.85%-19.8pp | -0.27%-14.7pp | 519.73%-534.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $454 | $4,639-90.2% | $3,835-88.2% | $5,609-91.9% |
| Admin fee / account holder | $830 | $6,249-86.7% | $4,848-82.9% | $10,827-92.3% |