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 | $9,485 | $68,346-86.1% | $94,646-90.0% | $75,163-87.4% |
| Participation rate | 63.9% | 76.1%-12.2pp | 80.8%-16.9pp | 67.2%-3.3pp |
| Annual return | 12.89% | 616.93%-604.0pp | 156.71%-143.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $177 | $6,537-97.3% | $7,418-97.6% | $4,125-95.7% |
| Admin fee / account holder | $454 | $5,326-91.5% | $7,231-93.7% | $5,651-92.0% |