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 6-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 | $5,091 | $138,044-96.3% | $125,339-95.9% | $134,475-96.2% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -26.01% | 750.33%-776.3pp | 572.05%-598.1pp | 417.96%-444.0pp |
| Employer contribution / active EE | $1,261 | $5,243-76.0% | $4,814-73.8% | $4,740-73.4% |
| Participant deferral / active EE | $1,679 | $7,799-78.5% | $7,446-77.5% | $6,400-73.8% |
| Admin fee / account holder | $619 | $11,571-94.6% | $10,010-93.8% | $11,426-94.6% |