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 8-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.
Employer 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 | $4,480 | $180,449-97.5% | $154,107-97.1% | $135,375-96.7% |
| Participation rate | 68.8% | 87.4%-18.7pp | 83.0%-14.3pp | 82.6%-13.9pp |
| Annual return | -64.08% | 888.09%-952.2pp | 735.12%-799.2pp | 519.73%-583.8pp |
| Employer contribution / active EE | $551 | $6,035-90.9% | $5,298-89.6% | $4,779-88.5% |
| Participant deferral / active EE | $2,838 | $5,806-51.1% | $5,081-44.1% | $5,609-49.4% |
| Admin fee / account holder | $313 | $16,143-98.1% | $13,411-97.7% | $10,827-97.1% |