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 | $3,761 | $99,877-96.2% | $84,966-95.6% | $145,922-97.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 4.45% | 83.76%-79.3pp | 66.38%-61.9pp | 561.29%-556.8pp |
| Employer contribution / active EE | $536 | $3,231-83.4% | $2,727-80.3% | $4,660-88.5% |
| Participant deferral / active EE | $866 | $5,291-83.6% | $4,519-80.8% | $6,688-87.1% |
| Admin fee / account holder | $58,543 | $7,248+707.7% | $6,149+852.1% | $13,397+337.0% |