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 | $5,394 | $65,409-91.8% | $98,442-94.5% | $85,850-93.7% |
| Participation rate | 24.2% | 65.0%-40.8pp | 73.3%-49.1pp | 69.3%-45.1pp |
| Annual return | 8.17% | 21.76%-13.6pp | 1492.73%-1484.6pp | 318.53%-310.4pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $231 | $3,166-92.7% | $4,276-94.6% | $3,952-94.2% |
| Admin fee / account holder | $2,040 | $4,593-55.6% | $5,949-65.7% | $6,260-67.4% |