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 8-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 | $4,135 | $92,703-95.5% | $82,719-95.0% | $134,475-96.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -21.84% | 944.92%-966.8pp | 701.18%-723.0pp | 417.96%-439.8pp |
| Employer contribution / active EE | $450 | $3,274-86.2% | $3,009-85.0% | $4,740-90.5% |
| Participant deferral / active EE | $861 | $4,802-82.1% | $4,395-80.4% | $6,400-86.5% |
| Admin fee / account holder | $2,029 | $5,983-66.1% | $5,329-61.9% | $11,426-82.2% |