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 | $4,306 | $73,867-94.2% | $143,757-97.0% | $68,494-93.7% |
| Participation rate | 22.9% | 66.7%-43.8pp | 80.3%-57.4pp | 67.9%-45.0pp |
| Annual return | -34.65% | 1.01%-35.7pp | -0.04%-34.6pp | -7.84%-26.8pp |
| Employer contribution / active EE | $430 | $3,184-86.5% | $4,951-91.3% | $2,596-83.5% |
| Participant deferral / active EE | $621 | $3,384-81.7% | $5,637-89.0% | $4,027-84.6% |
| Admin fee / account holder | $624 | $5,755-89.2% | $14,673-95.7% | $5,403-88.5% |