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 | $1,461 | $110,502-98.7% | $80,716-98.2% | $167,490-99.1% |
| Participation rate | 25.0% | 64.0%-39.0pp | 54.2%-29.2pp | 82.1%-57.1pp |
| Annual return | -34.70% | 120.54%-155.2pp | 87.28%-122.0pp | 478.56%-513.3pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $222 | $2,871-92.3% | $2,146-89.7% | $6,341-96.5% |
| Admin fee / account holder | $433 | $4,545-90.5% | $3,380-87.2% | $12,309-96.5% |