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 | $9,047 | $107,934-91.6% | $91,989-90.2% | $152,861-94.1% |
| Participation rate | 26.1% | 81.2%-55.1pp | 78.6%-52.5pp | 82.4%-56.4pp |
| Annual return | 1.97% | 89.24%-87.3pp | 69.02%-67.0pp | 345.32%-343.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $190 | $6,364-97.0% | $5,923-96.8% | $5,850-96.8% |
| Admin fee / account holder | $552 | $10,520-94.7% | $7,743-92.9% | $11,596-95.2% |