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 | $3,836 | $102,966-96.3% | $90,281-95.8% | $152,861-97.5% |
| Participation rate | 31.3% | 75.9%-44.6pp | 73.3%-42.0pp | 82.4%-51.2pp |
| Annual return | 9.71% | 95.16%-85.5pp | 78.10%-68.4pp | 345.32%-335.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $410 | $4,281-90.4% | $3,885-89.5% | $5,850-93.0% |
| Admin fee / account holder | $572 | $6,171-90.7% | $5,351-89.3% | $11,596-95.1% |