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 | $21,800 | $56,629-61.5% | $77,999-72.1% | $55,167-60.5% |
| Participation rate | 41.7% | 73.3%-31.6pp | 75.5%-33.8pp | 69.0%-27.2pp |
| Annual return | 4.10% | 2866.98%-2862.9pp | 425.96%-421.9pp | 169.23%-165.1pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $998 | $2,777-64.1% | $3,497-71.5% | $3,054-67.3% |
| Admin fee / account holder | $575 | $467+23.3% | $5,480-89.5% | $504+14.1% |