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 | $9,279 | $77,899-88.1% | $149,673-93.8% | $75,163-87.7% |
| Participation rate | 15.6% | 65.6%-50.0pp | 78.8%-63.1pp | 67.2%-51.6pp |
| Annual return | -0.30% | 31.72%-32.0pp | 134.42%-134.7pp | 160.62%-160.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $141 | $3,411-95.9% | $5,680-97.5% | $4,125-96.6% |
| Admin fee / account holder | $2,944 | $5,956-50.6% | $13,210-77.7% | $5,651-47.9% |