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 | $8,041 | $171,865-95.3% | $149,718-94.6% | $147,584-94.6% |
| Participation rate | 36.4% | 88.2%-51.8pp | 87.1%-50.7pp | 82.8%-46.5pp |
| Annual return | 7.35% | 2113.22%-2105.9pp | 1501.63%-1494.3pp | 578.55%-571.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $202 | $7,271-97.2% | $6,569-96.9% | $5,439-96.3% |
| Admin fee / account holder | $1,341 | $13,799-90.3% | $11,283-88.1% | $10,885-87.7% |