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 7-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 | $5,284 | $142,344-96.3% | $119,609-95.6% | $134,475-96.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -21.40% | -12.44%-9.0pp | -14.97%-6.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,117 | $5,222-78.6% | $4,232-73.6% | $4,740-76.4% |
| Participant deferral / active EE | $1,796 | $6,469-72.2% | $5,602-67.9% | $6,400-71.9% |
| Admin fee / account holder | $657 | $13,584-95.2% | $10,323-93.6% | $11,426-94.3% |