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 | $5,651 | $150,440-96.2% | $136,294-95.9% | $147,584-96.2% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 4.57% | 1049.08%-1044.5pp | 5155.94%-5151.4pp | 578.55%-574.0pp |
| Employer contribution / active EE | $3,366 | $5,256-36.0% | $4,695-28.3% | $4,876-31.0% |
| Participant deferral / active EE | $158 | $6,630-97.6% | $6,247-97.5% | $5,439-97.1% |
| Admin fee / account holder | $170,784 | $10,905+1466.1% | $9,243+1747.6% | $10,885+1468.9% |