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 10-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 | $4,095 | $129,942-96.8% | $104,294-96.1% | $134,475-97.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | 73.3%-73.3pp | 81.2%-81.2pp |
| Annual return | -36.86% | 42.03%-78.9pp | 24.61%-61.5pp | 417.96%-454.8pp |
| Employer contribution / active EE | $84 | $4,184-98.0% | $3,372-97.5% | $4,740-98.2% |
| Participant deferral / active EE | $6,383 | $5,588+14.2% | $4,625+38.0% | $6,400-0.3% |
| Admin fee / account holder | $2,256 | $9,323-75.8% | $7,339-69.3% | $11,426-80.3% |