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.
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 | $6,724 | $114,047-94.1% | $96,139-93.0% | $167,490-96.0% |
| Participation rate | 42.9% | 75.1%-32.2pp | 68.4%-25.6pp | 82.1%-39.2pp |
| Annual return | 8.35% | 189.88%-181.5pp | 191.94%-183.6pp | 478.56%-470.2pp |
| Employer contribution / active EE | $399 | $3,427-88.4% | $2,797-85.7% | $4,837-91.7% |
| Participant deferral / active EE | $533 | $5,194-89.7% | $4,349-87.7% | $6,341-91.6% |
| Admin fee / account holder | $12,163 | $6,897+76.4% | $5,537+119.7% | $12,309-1.2% |