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 4-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 | $2,975 | $159,901-98.1% | $146,958-98.0% | $145,922-98.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | -1.17% | 98.13%-99.3pp | 418.34%-419.5pp | 561.29%-562.5pp |
| Employer contribution / active EE | $8,376 | $5,286+58.4% | $4,933+69.8% | $4,660+79.8% |
| Participant deferral / active EE | $400 | $8,428-95.2% | $8,070-95.0% | $6,688-94.0% |
| Admin fee / account holder | $2,466 | $15,044-83.6% | $12,998-81.0% | $13,397-81.6% |