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 9-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 | $4,865 | $138,065-96.5% | $123,544-96.1% | $135,375-96.4% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -11.16% | 153.68%-164.8pp | 119.20%-130.4pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,275 | $5,151-75.3% | $4,628-72.5% | $4,779-73.3% |
| Participant deferral / active EE | $1,593 | $6,799-76.6% | $6,426-75.2% | $5,609-71.6% |
| Admin fee / account holder | $1,866 | $10,916-82.9% | $9,284-79.9% | $10,827-82.8% |