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 4-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 | $5,029 | $101,317-95.0% | $146,958-96.6% | $74,495-93.2% |
| Participation rate | 7.3% | 75.5%-68.2pp | 82.2%-74.9pp | 67.2%-59.9pp |
| Annual return | 8.31% | 8730.91%-8722.6pp | 418.34%-410.0pp | 1364.94%-1356.6pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $157 | $7,303-97.9% | $8,070-98.1% | $4,346-96.4% |
| Admin fee / account holder | $572 | $1,739-67.1% | $12,998-95.6% | $1,942-70.6% |