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 | $19,491 | $106,028-81.6% | $146,958-86.7% | $77,643-74.9% |
| Participation rate | 5.3% | 78.4%-73.0pp | 82.2%-76.8pp | 70.6%-65.2pp |
| Annual return | 11.31% | 56.73%-45.4pp | 418.34%-407.0pp | 31.24%-19.9pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $333 | $7,990-95.8% | $8,070-95.9% | $4,647-92.8% |
| Admin fee / account holder | $5,067 | $337+1401.4% | $12,998-61.0% | $430+1077.2% |