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 | $1,957 | $77,899-97.5% | $149,673-98.7% | $75,163-97.4% |
| Participation rate | 6.0% | 65.6%-59.6pp | 78.8%-72.8pp | 67.2%-61.2pp |
| Annual return | -10.76% | 31.72%-42.5pp | 134.42%-145.2pp | 160.62%-171.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $133 | $3,411-96.1% | $5,680-97.7% | $4,125-96.8% |
| Admin fee / account holder | $3,737 | $5,956-37.3% | $13,210-71.7% | $5,651-33.9% |