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 | $183,519-97.8% | $155,509-97.4% | $145,922-97.2% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 2.68% | 61.17%-58.5pp | 64.67%-62.0pp | 561.29%-558.6pp |
| Employer contribution / active EE | $101 | $5,313-98.1% | $4,672-97.8% | $4,660-97.8% |
| Participant deferral / active EE | $14,095 | $6,462+118.1% | $5,626+150.5% | $6,688+110.8% |
| Admin fee / account holder | $1,128,930 | $19,313+5745.4% | $15,912+6994.8% | $13,397+8326.8% |