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 | $4,040 | $183,592-97.8% | $155,567-97.4% | $145,959-97.2% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 2.68% | 61.24%-58.6pp | 64.74%-62.1pp | 561.95%-559.3pp |
| Employer contribution / active EE | $101 | $5,315-98.1% | $4,674-97.8% | $4,661-97.8% |
| Participant deferral / active EE | $14,095 | $6,464+118.0% | $5,628+150.5% | $6,689+110.7% |
| Admin fee / account holder | $1,128,930 | $19,318+5743.9% | $15,916+6992.8% | $13,398+8326.2% |