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 | $19,867 | $77,145-74.2% | $108,410-81.7% | $85,850-76.9% |
| Participation rate | 31.4% | 74.7%-43.2pp | 80.1%-48.7pp | 69.3%-37.9pp |
| Annual return | 10.52% | 44.54%-34.0pp | 905.27%-894.8pp | 318.53%-308.0pp |
| Employer contribution / active EE | $504 | $2,379-78.8% | $3,558-85.8% | $2,565-80.3% |
| Participant deferral / active EE | $1,121 | $5,566-79.9% | $6,563-82.9% | $3,952-71.6% |
| Admin fee / account holder | $7,044 | $5,172+36.2% | $7,295-3.4% | $6,260+12.5% |