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 | $9,913 | $211,958-95.3% | $169,463-94.2% | $135,375-92.7% |
| Participation rate | 13.3% | 82.6%-69.3pp | 77.8%-64.4pp | 82.6%-69.3pp |
| Annual return | -12.79% | 3.26%-16.1pp | 1.83%-14.6pp | 519.73%-532.5pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $193 | $6,075-96.8% | $5,277-96.3% | $5,609-96.6% |
| Admin fee / account holder | $888 | $11,471-92.3% | $9,109-90.2% | $10,827-91.8% |