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 | $8,966 | $102,317-91.2% | $146,958-93.9% | $80,856-88.9% |
| Participation rate | 30.8% | 75.8%-45.1pp | 82.2%-51.4pp | 67.6%-36.9pp |
| Annual return | 11.61% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $716 | $6,644-89.2% | $8,070-91.1% | $4,296-83.3% |
| Admin fee / account holder | $2,208 | $7,941-72.2% | $12,998-83.0% | $6,918-68.1% |