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 | $4,747 | $138,044-96.6% | $125,339-96.2% | $134,475-96.5% |
| Participation rate | 65.0% | 84.5%-19.5pp | 82.4%-17.4pp | 81.2%-16.2pp |
| Annual return | -22.68% | 750.33%-773.0pp | 572.05%-594.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,035 | $5,243-80.3% | $4,814-78.5% | $4,740-78.2% |
| Participant deferral / active EE | $2,189 | $7,799-71.9% | $7,446-70.6% | $6,400-65.8% |
| Admin fee / account holder | $438 | $11,571-96.2% | $10,010-95.6% | $11,426-96.2% |