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 | $1,754 | $84,695-97.9% | $73,843-97.6% | $125,391-98.6% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -5.05% | 3123.53%-3128.6pp | 2267.84%-2272.9pp | 282.22%-287.3pp |
| Employer contribution / active EE | $490 | $3,123-84.3% | $2,787-82.4% | $4,866-89.9% |
| Participant deferral / active EE | $521 | $3,992-86.9% | $3,583-85.5% | $5,352-90.3% |
| Admin fee / account holder | $1,240 | $5,691-78.2% | $4,880-74.6% | $9,540-87.0% |