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.
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 | $3,770 | $92,703-95.9% | $82,719-95.4% | $134,475-97.2% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -22.63% | 944.92%-967.6pp | 701.18%-723.8pp | 417.96%-440.6pp |
| Employer contribution / active EE | $375 | $3,274-88.6% | $3,009-87.5% | $4,740-92.1% |
| Participant deferral / active EE | $630 | $4,802-86.9% | $4,395-85.7% | $6,400-90.1% |
| Admin fee / account holder | $1,502 | $5,983-74.9% | $5,329-71.8% | $11,426-86.9% |