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 5-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 | $11,456 | $138,044-91.7% | $125,339-90.9% | $134,475-91.5% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -27.48% | 750.33%-777.8pp | 572.05%-599.5pp | 417.96%-445.4pp |
| Employer contribution / active EE | $1,066 | $5,243-79.7% | $4,814-77.9% | $4,740-77.5% |
| Participant deferral / active EE | $2,309 | $7,799-70.4% | $7,446-69.0% | $6,400-63.9% |
| Admin fee / account holder | $2,305 | $11,571-80.1% | $10,010-77.0% | $11,426-79.8% |