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.
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 | $8,805 | $209,832-95.8% | $189,513-95.4% | $167,490-94.7% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | -32.31% | 748.27%-780.6pp | 555.15%-587.5pp | 478.56%-510.9pp |
| Employer contribution / active EE | $1,362 | $6,914-80.3% | $6,162-77.9% | $4,837-71.9% |
| Participant deferral / active EE | $4,108 | $8,935-54.0% | $8,221-50.0% | $6,341-35.2% |
| Admin fee / account holder | $1,110 | $14,293-92.2% | $12,045-90.8% | $12,309-91.0% |