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 | $30,763 | $79,171-61.1% | $102,423-70.0% | $74,495-58.7% |
| Participation rate | 29.4% | 74.8%-45.4pp | 76.5%-47.0pp | 67.2%-37.8pp |
| Annual return | 9.82% | 54.93%-45.1pp | 29.32%-19.5pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $532 | $4,415-87.9% | $5,053-89.5% | $4,346-87.8% |
| Admin fee / account holder | $3,979 | $2,001+98.9% | $9,451-57.9% | $1,942+104.9% |