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 8-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 | $10,776 | $202,318-94.7% | $172,739-93.8% | $152,861-93.0% |
| Participation rate | 38.1% | 87.1%-49.0pp | 82.6%-44.6pp | 82.4%-44.4pp |
| Annual return | -0.23% | 1029.65%-1029.9pp | 802.84%-803.1pp | 345.32%-345.5pp |
| Employer contribution / active EE | $1,853 | $5,856-68.4% | $5,143-64.0% | $4,762-61.1% |
| Participant deferral / active EE | $405 | $5,948-93.2% | $5,198-92.2% | $5,850-93.1% |
| Admin fee / account holder | $3,152 | $17,109-81.6% | $13,954-77.4% | $11,596-72.8% |