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 | $5,363 | $126,574-95.8% | $106,213-95.0% | $145,922-96.3% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | -6.23% | 224.79%-231.0pp | 116.14%-122.4pp | 561.29%-567.5pp |
| Employer contribution / active EE | $514 | $3,730-86.2% | $3,171-83.8% | $4,660-89.0% |
| Participant deferral / active EE | $2,543 | $5,724-55.6% | $5,016-49.3% | $6,688-62.0% |
| Admin fee / account holder | $848 | $17,304-95.1% | $11,033-92.3% | $13,397-93.7% |