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 3-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 | $16,191 | $126,574-87.2% | $106,213-84.8% | $145,922-88.9% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | -0.98% | 224.79%-225.8pp | 116.14%-117.1pp | 561.29%-562.3pp |
| Employer contribution / active EE | $9,531 | $3,730+155.5% | $3,171+200.5% | $4,660+104.5% |
| Participant deferral / active EE | $301 | $5,724-94.7% | $5,016-94.0% | $6,688-95.5% |
| Admin fee / account holder | $40,050 | $17,304+131.5% | $11,033+263.0% | $13,397+198.9% |