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 | $4,553 | $84,696-94.6% | $75,696-94.0% | $167,490-97.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.8%-8.2pp | 82.1%-15.4pp |
| Annual return | 8.21% | 199.36%-191.1pp | 104.53%-96.3pp | 478.56%-470.3pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $77 | $4,580-98.3% | $3,821-98.0% | $6,341-98.8% |
| Admin fee / account holder | $4,310 | $5,355-19.5% | $3,619+19.1% | $12,309-65.0% |