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 5-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 | $9,308 | $133,958-93.1% | $112,228-91.7% | $134,475-93.1% |
| Participation rate | 26.7% | 78.6%-51.9pp | 75.1%-48.4pp | 81.2%-54.6pp |
| Annual return | -27.16% | 47.11%-74.3pp | 27.45%-54.6pp | 417.96%-445.1pp |
| Employer contribution / active EE | $1,333 | $4,038-67.0% | $3,635-63.3% | $4,740-71.9% |
| Participant deferral / active EE | $1,402 | $5,291-73.5% | $4,728-70.3% | $6,400-78.1% |
| Admin fee / account holder | $1,404 | $7,489-81.2% | $6,410-78.1% | $11,426-87.7% |