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.
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 | $1,517 | $106,543-98.6% | $91,220-98.3% | $134,475-98.9% |
| Participation rate | 9.1% | 76.8%-67.7pp | 73.2%-64.1pp | 81.2%-72.1pp |
| Annual return | -32.30% | 160.60%-192.9pp | 114.01%-146.3pp | 417.96%-450.3pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,190 | $4,719-74.8% | $4,234-71.9% | $6,400-81.4% |
| Admin fee / account holder | $703 | $6,231-88.7% | $5,420-87.0% | $11,426-93.8% |