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 | $1,811 | $96,635-98.1% | $86,612-97.9% | $139,434-98.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | -9.06% | 106.41%-115.5pp | 591.07%-600.1pp | 372.94%-382.0pp |
| Employer contribution / active EE | $366 | $3,263-88.8% | $3,022-87.9% | $4,751-92.3% |
| Participant deferral / active EE | $251 | $4,836-94.8% | $4,438-94.3% | $6,710-96.3% |
| Admin fee / account holder | $961 | $6,408-85.0% | $5,614-82.9% | $11,403-91.6% |