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 9-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 | $24,127 | $102,317-76.4% | $146,958-83.6% | $80,856-70.2% |
| Participation rate | 29.0% | 75.8%-46.8pp | 82.2%-53.1pp | 67.6%-38.6pp |
| Annual return | 4.49% | 134.76%-130.3pp | 418.34%-413.8pp | 35.59%-31.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $622 | $6,644-90.6% | $8,070-92.3% | $4,296-85.5% |
| Admin fee / account holder | $29,719 | $7,941+274.2% | $12,998+128.6% | $6,918+329.6% |