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 | $6,901 | $90,600-92.4% | $79,464-91.3% | $135,375-94.9% |
| Participation rate | 47.8% | 76.0%-28.2pp | 73.3%-25.5pp | 82.6%-34.8pp |
| Annual return | -12.59% | 977.43%-990.0pp | 718.14%-730.7pp | 519.73%-532.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $515 | $4,050-87.3% | $3,704-86.1% | $5,609-90.8% |
| Admin fee / account holder | $322 | $5,907-94.6% | $5,113-93.7% | $10,827-97.0% |