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 4-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 | $2,047 | $158,398-98.7% | $126,539-98.4% | $142,382-98.6% |
| Participation rate | 0.0% | 75.8%-75.8pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | 7.57% | 593.76%-586.2pp | 425.95%-418.4pp | 217.08%-209.5pp |
| Employer contribution / active EE | $65 | $4,650-98.6% | $3,674-98.2% | $4,299-98.5% |
| Participant deferral / active EE | $65 | $4,767-98.6% | $4,083-98.4% | $6,507-99.0% |
| Admin fee / account holder | $4,285 | $6,918-38.1% | $6,065-29.3% | $12,624-66.1% |