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 | $10,238 | $176,056-94.2% | $159,436-93.6% | $167,490-93.9% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | -61.71% | 331.75%-393.5pp | 263.57%-325.3pp | 478.56%-540.3pp |
| Employer contribution / active EE | $268 | $5,297-94.9% | $4,829-94.5% | $4,837-94.5% |
| Participant deferral / active EE | $3,383 | $7,750-56.3% | $7,352-54.0% | $6,341-46.6% |
| Admin fee / account holder | $500 | $12,554-96.0% | $10,799-95.4% | $12,309-95.9% |