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 7-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 | $5,326 | $81,208-93.4% | $98,907-94.6% | $79,858-93.3% |
| Participation rate | 27.7% | 72.5%-44.8pp | 76.0%-48.3pp | 69.6%-41.9pp |
| Annual return | 5.37% | 60.99%-55.6pp | 196.43%-191.1pp | 31.71%-26.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $492 | $3,265-84.9% | $4,244-88.4% | $3,740-86.8% |
| Admin fee / account holder | $397 | $6,013-93.4% | $6,642-94.0% | $5,306-92.5% |