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 4-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 | $4,262 | $90,600-95.3% | $79,464-94.6% | $135,375-96.9% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 82.6%-45.1pp |
| Annual return | -14.06% | 977.43%-991.5pp | 718.14%-732.2pp | 519.73%-533.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $950 | $4,050-76.6% | $3,704-74.4% | $5,609-83.1% |
| Admin fee / account holder | $336 | $5,907-94.3% | $5,113-93.4% | $10,827-96.9% |