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 | $33,087 | $88,083-62.4% | $164,813-79.9% | $74,495-55.6% |
| Participation rate | 46.7% | 73.0%-26.3pp | 78.6%-31.9pp | 67.2%-20.5pp |
| Annual return | 10.27% | 17.26%-7.0pp | 69.93%-59.7pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,343 | $4,498-70.1% | $6,031-77.7% | $4,346-69.1% |
| Admin fee / account holder | $5,805 | $2,234+159.9% | $12,690-54.3% | $1,942+198.9% |