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 5-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 | $18,482 | $106,028-82.6% | $146,958-87.4% | $77,643-76.2% |
| Participation rate | 11.8% | 78.4%-66.6pp | 82.2%-70.4pp | 70.6%-58.8pp |
| Annual return | 10.59% | 56.73%-46.1pp | 418.34%-407.7pp | 31.24%-20.6pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $460 | $7,990-94.2% | $8,070-94.3% | $4,647-90.1% |
| Admin fee / account holder | $3,463 | $337+926.1% | $12,998-73.4% | $430+704.5% |