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 | $13,906 | $138,044-89.9% | $125,339-88.9% | $134,475-89.7% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -23.15% | 750.33%-773.5pp | 572.05%-595.2pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,164 | $5,243-77.8% | $4,814-75.8% | $4,740-75.4% |
| Participant deferral / active EE | $1,655 | $7,799-78.8% | $7,446-77.8% | $6,400-74.1% |
| Admin fee / account holder | $1,595 | $11,571-86.2% | $10,010-84.1% | $11,426-86.0% |