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 | $14,715 | $62,586-76.5% | $76,768-80.8% | $64,186-77.1% |
| Participation rate | 36.4% | 72.8%-36.5pp | 77.0%-40.6pp | 69.6%-33.2pp |
| Annual return | -10.83% | -1.95%-8.9pp | 2.43%-13.3pp | 7.63%-18.5pp |
| Employer contribution / active EE | $469 | $1,832-74.4% | $2,485-81.1% | $2,381-80.3% |
| Participant deferral / active EE | $1,410 | $3,145-55.2% | $3,852-63.4% | $3,470-59.4% |
| Admin fee / account holder | $1,825 | $4,667-60.9% | $6,675-72.7% | $4,888-62.7% |