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 | $6,762 | $56,199-88.0% | $67,652-90.0% | $59,632-88.7% |
| Participation rate | 69.8% | 71.5%-1.7pp | 75.7%-5.9pp | 68.7%+1.1pp |
| Annual return | -7.68% | 18505.31%-18513.0pp | 6625.04%-6632.7pp | 2041.28%-2049.0pp |
| Employer contribution / active EE | $341 | $1,614-78.9% | $2,266-85.0% | $2,203-84.5% |
| Participant deferral / active EE | $1,194 | $2,844-58.0% | $3,560-66.4% | $3,192-62.6% |
| Admin fee / account holder | $670 | $3,958-83.1% | $4,821-86.1% | $4,297-84.4% |