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 | $6,334 | $99,020-93.6% | $86,590-92.7% | $147,584-95.7% |
| Participation rate | 17.6% | 76.3%-58.7pp | 73.5%-55.9pp | 82.8%-65.2pp |
| Annual return | 6.89% | 1312.34%-1305.4pp | 964.84%-958.0pp | 578.55%-571.7pp |
| Employer contribution / active EE | $306 | $3,132-90.2% | $2,839-89.2% | $4,876-93.7% |
| Participant deferral / active EE | $297 | $3,972-92.5% | $3,609-91.8% | $5,439-94.5% |
| Admin fee / account holder | $25,848 | $5,710+352.7% | $4,906+426.9% | $10,885+137.5% |