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 | $13,796 | $102,317-86.5% | $146,958-90.6% | $80,856-82.9% |
| Participation rate | 20.5% | 75.8%-55.4pp | 82.2%-61.7pp | 67.6%-47.2pp |
| Annual return | 10.04% | 134.76%-124.7pp | 418.34%-408.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,386 | $6,644-79.1% | $8,070-82.8% | $4,296-67.7% |
| Admin fee / account holder | $25,823 | $7,941+225.2% | $12,998+98.7% | $6,918+273.3% |