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.
Employer 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 | $2,361 | $99,877-97.6% | $84,966-97.2% | $145,922-98.4% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 3.00% | 83.76%-80.8pp | 66.38%-63.4pp | 561.29%-558.3pp |
| Employer contribution / active EE | $44 | $3,231-98.7% | $2,727-98.4% | $4,660-99.1% |
| Participant deferral / active EE | $1,307 | $5,291-75.3% | $4,519-71.1% | $6,688-80.5% |
| Admin fee / account holder | $3,131 | $7,248-56.8% | $6,149-49.1% | $13,397-76.6% |