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 8-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 | $1,807 | $209,411-99.1% | $178,490-99.0% | $158,922-98.9% |
| Participation rate | 28.6% | 86.3%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | -37.58% | 188.75%-226.3pp | 151.07%-188.7pp | 302.83%-340.4pp |
| Employer contribution / active EE | $1,528 | $5,706-73.2% | $5,011-69.5% | $4,761-67.9% |
| Participant deferral / active EE | $477 | $5,954-92.0% | $5,202-90.8% | $5,982-92.0% |
| Admin fee / account holder | $347 | $17,074-98.0% | $13,984-97.5% | $11,246-96.9% |