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 7-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 | $253 | $52,953-99.5% | $172,739-99.9% | $65,185-99.6% |
| Participation rate | 10.4% | 66.2%-55.8pp | 82.6%-72.3pp | 70.2%-59.8pp |
| Annual return | 15.17% | 30.12%-15.0pp | 802.84%-787.7pp | 29.38%-14.2pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $27 | $2,471-98.9% | $5,198-99.5% | $3,514-99.2% |
| Admin fee / account holder | $458 | $472-3.0% | $13,954-96.7% | $847-46.0% |