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 | $11,447 | $76,000-84.9% | $154,107-92.6% | $64,186-82.2% |
| Participation rate | 66.3% | 70.4%-4.1pp | 83.0%-16.7pp | 69.6%-3.2pp |
| Annual return | -8.42% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.1pp |
| Employer contribution / active EE | $584 | $3,351-82.6% | $5,298-89.0% | $2,381-75.5% |
| Participant deferral / active EE | $669 | $3,175-78.9% | $5,081-86.8% | $3,470-80.7% |
| Admin fee / account holder | $802 | $5,596-85.7% | $13,411-94.0% | $4,888-83.6% |