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 | $7,283 | $117,841-93.8% | $102,423-92.9% | $145,922-95.0% |
| Participation rate | 13.3% | 78.6%-65.3pp | 76.5%-63.2pp | 80.3%-66.9pp |
| Annual return | -85.58% | 31.65%-117.2pp | 29.32%-114.9pp | 561.29%-646.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $189 | $5,731-96.7% | $5,053-96.3% | $6,688-97.2% |
| Admin fee / account holder | $10,975 | $13,326-17.6% | $9,451+16.1% | $13,397-18.1% |