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 | $11,380 | $39,162-70.9% | $100,671-88.7% | $59,632-80.9% |
| Participation rate | 12.0% | 55.9%-43.9pp | 70.7%-58.7pp | 68.7%-56.7pp |
| Annual return | -3.48% | 21.07%-24.6pp | 20.43%-23.9pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $346 | $1,992-82.6% | $3,144-89.0% | $3,192-89.2% |
| Admin fee / account holder | $1,661 | $2,969-44.0% | $4,850-65.7% | $4,297-61.3% |