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 | $11,585 | $67,984-83.0% | $65,493-82.3% | $74,304-84.4% |
| Participation rate | 3.1% | 66.3%-63.2pp | 73.1%-70.0pp | 60.3%-57.3pp |
| Annual return | 8.17% | 19.87%-11.7pp | 982.45%-974.3pp | 29.43%-21.3pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $13 | $3,346-99.6% | $3,961-99.7% | $3,767-99.7% |
| Admin fee / account holder | $1,313 | $1,373-4.4% | $5,028-73.9% | $2,969-55.8% |