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 | $6,349 | $82,664-92.3% | $125,339-94.9% | $68,494-90.7% |
| Participation rate | 44.1% | 75.0%-31.0pp | 82.4%-38.3pp | 67.9%-23.8pp |
| Annual return | -20.45% | -5.97%-14.5pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $756 | $3,381-77.6% | $4,814-84.3% | $2,596-70.9% |
| Participant deferral / active EE | $1,000 | $6,110-83.6% | $7,446-86.6% | $4,027-75.2% |
| Admin fee / account holder | $951 | $6,275-84.9% | $10,010-90.5% | $5,403-82.4% |