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 5-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 | $1,614 | $92,703-98.3% | $82,719-98.0% | $134,475-98.8% |
| Participation rate | 38.5% | 75.2%-36.7pp | 72.6%-34.1pp | 81.2%-42.8pp |
| Annual return | -24.52% | 944.92%-969.4pp | 701.18%-725.7pp | 417.96%-442.5pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,487 | $4,802-69.0% | $4,395-66.2% | $6,400-76.8% |
| Admin fee / account holder | $641 | $5,983-89.3% | $5,329-88.0% | $11,426-94.4% |