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 | $4,842 | $105,998-95.4% | $92,233-94.8% | $147,584-96.7% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | -4.63% | 50.05%-54.7pp | 176.28%-180.9pp | 578.55%-583.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $947 | $4,478-78.9% | $3,897-75.7% | $5,439-82.6% |
| Admin fee / account holder | $1,094 | $6,332-82.7% | $5,194-78.9% | $10,885-89.9% |