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 10-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 | $12,485 | $171,865-92.7% | $149,718-91.7% | $147,584-91.5% |
| Participation rate | 37.5% | 88.2%-50.7pp | 87.1%-49.6pp | 82.8%-45.3pp |
| Annual return | -11.74% | 2113.22%-2125.0pp | 1501.63%-1513.4pp | 578.55%-590.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,701 | $7,271-49.1% | $6,569-43.7% | $5,439-31.9% |
| Admin fee / account holder | $3,489 | $13,799-74.7% | $11,283-69.1% | $10,885-67.9% |