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 7-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 | $23,406 | $101,499-76.9% | $147,005-84.1% | $74,546-68.6% |
| Participation rate | 40.7% | 75.5%-34.8pp | 82.2%-41.4pp | 67.2%-26.5pp |
| Annual return | 9.29% | 8732.34%-8723.1pp | 418.76%-409.5pp | 1366.03%-1356.7pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,343 | $7,304-67.9% | $8,070-71.0% | $4,347-46.1% |
| Admin fee / account holder | $417 | $1,748-76.1% | $13,006-96.8% | $1,944-78.5% |