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 | $11,702 | $75,935-84.6% | $60,547-80.7% | $125,391-90.7% |
| Participation rate | 18.2% | 76.5%-58.4pp | 68.0%-49.8pp | 83.2%-65.0pp |
| Annual return | -12.88% | -5.38%-7.5pp | 335.64%-348.5pp | 282.22%-295.1pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $573 | $4,506-87.3% | $3,328-82.8% | $5,352-89.3% |
| Admin fee / account holder | $2,201 | $6,768-67.5% | $4,536-51.5% | $9,540-76.9% |