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 6-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 | $7,003 | $73,867-90.5% | $143,757-95.1% | $68,494-89.8% |
| Participation rate | 1.2% | 66.7%-65.5pp | 80.3%-79.1pp | 67.9%-66.7pp |
| Annual return | -31.23% | 1.01%-32.2pp | -0.04%-31.2pp | -7.84%-23.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $62 | $3,384-98.2% | $5,637-98.9% | $4,027-98.5% |
| Admin fee / account holder | $917 | $5,755-84.1% | $14,673-93.8% | $5,403-83.0% |