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 | $25,017 | $198,466-87.4% | $170,442-85.3% | $147,584-83.0% |
| Participation rate | 11.1% | 88.0%-76.9pp | 83.6%-72.5pp | 82.8%-71.7pp |
| Annual return | -18.51% | 257.29%-275.8pp | 205.93%-224.4pp | 578.55%-597.1pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $513 | $5,629-90.9% | $4,939-89.6% | $5,439-90.6% |
| Admin fee / account holder | $8,849 | $16,852-47.5% | $13,880-36.2% | $10,885-18.7% |