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 | $11,180 | $94,529-88.2% | $140,016-92.0% | $64,186-82.6% |
| Participation rate | 18.6% | 84.1%-65.5pp | 87.5%-68.9pp | 69.6%-51.0pp |
| Annual return | -10.41% | 7.77%-18.2pp | 651.12%-661.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $901 | $5,250-82.8% | $6,927-87.0% | $3,470-74.0% |
| Admin fee / account holder | $2,326 | $6,741-65.5% | $10,705-78.3% | $4,888-52.4% |