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 | $3,605 | $150,440-97.6% | $136,294-97.4% | $147,584-97.6% |
| Participation rate | 12.5% | 84.4%-71.9pp | 81.9%-69.4pp | 82.8%-70.3pp |
| Annual return | 8.52% | 1049.08%-1040.6pp | 5155.94%-5147.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $2,119 | $5,256-59.7% | $4,695-54.9% | $4,876-56.5% |
| Participant deferral / active EE | $1,910 | $6,630-71.2% | $6,247-69.4% | $5,439-64.9% |
| Admin fee / account holder | $9,998 | $10,905-8.3% | $9,243+8.2% | $10,885-8.2% |