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 | $7,221 | $202,432-96.4% | $169,368-95.7% | $139,434-94.8% |
| Participation rate | 25.0% | 81.1%-56.1pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | -27.86% | 531.74%-559.6pp | 405.60%-433.5pp | 372.94%-400.8pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,642 | $6,938-76.3% | $6,221-73.6% | $6,710-75.5% |
| Admin fee / account holder | $386 | $10,708-96.4% | $9,003-95.7% | $11,403-96.6% |