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.
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 | $7,654 | $95,862-92.0% | $79,550-90.4% | $134,475-94.3% |
| Participation rate | 35.7% | 75.0%-39.3pp | 69.5%-33.8pp | 81.2%-45.5pp |
| Annual return | -27.41% | -2.69%-24.7pp | 0.16%-27.6pp | 417.96%-445.4pp |
| Employer contribution / active EE | $1,061 | $3,128-66.1% | $2,413-56.0% | $4,740-77.6% |
| Participant deferral / active EE | $1,061 | $4,693-77.4% | $3,985-73.4% | $6,400-83.4% |
| Admin fee / account holder | $807 | $9,126-91.2% | $6,832-88.2% | $11,426-92.9% |