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 | $2,221 | $63,346-96.5% | $92,233-97.6% | $70,131-96.8% |
| Participation rate | 51.7% | 68.7%-16.9pp | 76.5%-24.8pp | 69.5%-17.8pp |
| Annual return | 7.99% | 530.12%-522.1pp | 176.28%-168.3pp | 73.14%-65.1pp |
| Employer contribution / active EE | $519 | $2,471-79.0% | $3,679-85.9% | $2,342-77.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,350 | $3,840-64.9% | $5,194-74.0% | $4,645-70.9% |