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 | $2,942 | $60,124-95.1% | $90,404-96.7% | $79,858-96.3% |
| Participation rate | 15.9% | 65.0%-49.1pp | 72.7%-56.8pp | 69.6%-53.7pp |
| Annual return | 2.98% | 71.94%-69.0pp | 1293.02%-1290.0pp | 31.71%-28.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $129 | $2,938-95.6% | $3,963-96.7% | $3,740-96.5% |
| Admin fee / account holder | $306 | $3,976-92.3% | $5,611-94.5% | $5,306-94.2% |