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 | $13,433 | $138,044-90.3% | $125,339-89.3% | $134,475-90.0% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -20.79% | 750.33%-771.1pp | 572.05%-592.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,819 | $5,243-65.3% | $4,814-62.2% | $4,740-61.6% |
| Participant deferral / active EE | $2,376 | $7,799-69.5% | $7,446-68.1% | $6,400-62.9% |
| Admin fee / account holder | $431 | $11,571-96.3% | $10,010-95.7% | $11,426-96.2% |