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 9-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 | $29,416 | $94,625-68.9% | $116,228-74.7% | $84,808-65.3% |
| Participation rate | 2.0% | 70.4%-68.4pp | 74.6%-72.6pp | 68.3%-66.3pp |
| Annual return | 6.16% | 20.40%-14.2pp | 90.06%-83.9pp | 40.90%-34.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $121 | $3,972-97.0% | $4,953-97.6% | $4,212-97.1% |
| Admin fee / account holder | $67,498 | $10,091+568.9% | $11,989+463.0% | $7,344+819.1% |