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 | $1,854 | $99,877-98.1% | $84,966-97.8% | $145,922-98.7% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 5.71% | 83.76%-78.1pp | 66.38%-60.7pp | 561.29%-555.6pp |
| Employer contribution / active EE | $767 | $3,231-76.3% | $2,727-71.9% | $4,660-83.5% |
| Participant deferral / active EE | $906 | $5,291-82.9% | $4,519-79.9% | $6,688-86.4% |
| Admin fee / account holder | $4,458 | $7,248-38.5% | $6,149-27.5% | $13,397-66.7% |