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 | $11,356 | $76,000-85.1% | $154,107-92.6% | $64,186-82.3% |
| Participation rate | 64.6% | 70.4%-5.8pp | 83.0%-18.4pp | 69.6%-5.0pp |
| Annual return | -9.04% | 30.32%-39.4pp | 735.12%-744.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $633 | $3,351-81.1% | $5,298-88.1% | $2,381-73.4% |
| Participant deferral / active EE | $769 | $3,175-75.8% | $5,081-84.9% | $3,470-77.8% |
| Admin fee / account holder | $416 | $5,596-92.6% | $13,411-96.9% | $4,888-91.5% |