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 | $4,444 | $85,202-94.8% | $172,739-97.4% | $72,985-93.9% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 10.28% | 27.32%-17.0pp | 802.84%-792.6pp | 81.00%-70.7pp |
| Employer contribution / active EE | $405 | $3,324-87.8% | $5,143-92.1% | $2,440-83.4% |
| Participant deferral / active EE | $597 | $3,260-81.7% | $5,198-88.5% | $3,607-83.5% |
| Admin fee / account holder | $113,602 | $5,884+1830.7% | $13,954+714.1% | $5,124+2116.9% |