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 8-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 | $2,419 | $65,409-96.3% | $98,442-97.5% | $85,850-97.2% |
| Participation rate | 61.4% | 65.0%-3.6pp | 73.3%-12.0pp | 69.3%-8.0pp |
| Annual return | 8.07% | 21.76%-13.7pp | 1492.73%-1484.7pp | 318.53%-310.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $408 | $3,166-87.1% | $4,276-90.5% | $3,952-89.7% |
| Admin fee / account holder | $363 | $4,593-92.1% | $5,949-93.9% | $6,260-94.2% |