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 | $14,044 | $144,119-90.3% | $117,854-88.1% | $147,584-90.5% |
| Participation rate | 12.5% | 83.4%-70.9pp | 79.7%-67.2pp | 82.8%-70.3pp |
| Annual return | -32.99% | 531.15%-564.1pp | 335.08%-368.1pp | 578.55%-611.5pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $887 | $5,316-83.3% | $4,482-80.2% | $5,439-83.7% |
| Admin fee / account holder | $5,437 | $10,886-50.1% | $8,020-32.2% | $10,885-50.1% |