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 | $5,275 | $85,202-93.8% | $172,739-96.9% | $72,985-92.8% |
| Participation rate | 41.2% | 70.1%-28.9pp | 82.6%-41.5pp | 69.5%-28.3pp |
| Annual return | 6.71% | 27.32%-20.6pp | 802.84%-796.1pp | 81.00%-74.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $699 | $3,260-78.6% | $5,198-86.6% | $3,607-80.6% |
| Admin fee / account holder | $466 | $5,884-92.1% | $13,954-96.7% | $5,124-90.9% |