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 | $16,627 | $150,440-88.9% | $136,294-87.8% | $147,584-88.7% |
| Participation rate | 26.7% | 84.4%-57.8pp | 81.9%-55.3pp | 82.8%-56.2pp |
| Annual return | -10.30% | 1049.08%-1059.4pp | 5155.94%-5166.2pp | 578.55%-588.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,632 | $6,630-75.4% | $6,247-73.9% | $5,439-70.0% |
| Admin fee / account holder | $11,432 | $10,905+4.8% | $9,243+23.7% | $10,885+5.0% |