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 | $21,184 | $56,199-62.3% | $67,652-68.7% | $59,632-64.5% |
| Participation rate | 46.7% | 71.5%-24.8pp | 75.7%-29.0pp | 68.7%-22.0pp |
| Annual return | -7.83% | 18505.31%-18513.1pp | 6625.04%-6632.9pp | 2041.28%-2049.1pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $942 | $2,844-66.9% | $3,560-73.5% | $3,192-70.5% |
| Admin fee / account holder | $2,861 | $3,958-27.7% | $4,821-40.6% | $4,297-33.4% |