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 7-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 | $2,012 | $112,881-98.2% | $90,951-97.8% | $158,922-98.7% |
| Participation rate | 68.4% | 74.7%-6.3pp | 69.0%-0.6pp | 82.0%-13.5pp |
| Annual return | -62.53% | 215.79%-278.3pp | 134.60%-197.1pp | 302.83%-365.4pp |
| Employer contribution / active EE | $345 | $2,893-88.1% | $2,122-83.7% | $4,761-92.8% |
| Participant deferral / active EE | $1,588 | $4,128-61.5% | $3,373-52.9% | $5,982-73.4% |
| Admin fee / account holder | $1,177 | $8,041-85.4% | $5,959-80.2% | $11,246-89.5% |