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 | $3,711 | $92,703-96.0% | $82,719-95.5% | $134,475-97.2% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -39.42% | 944.92%-984.3pp | 701.18%-740.6pp | 417.96%-457.4pp |
| Employer contribution / active EE | $464 | $3,274-85.8% | $3,009-84.6% | $4,740-90.2% |
| Participant deferral / active EE | $235 | $4,802-95.1% | $4,395-94.6% | $6,400-96.3% |
| Admin fee / account holder | $1,728 | $5,983-71.1% | $5,329-67.6% | $11,426-84.9% |