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 | $9,765 | $69,518-86.0% | $59,878-83.7% | $135,375-92.8% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.7%-9.7pp | 82.6%-17.6pp |
| Annual return | -10.34% | 7.94%-18.3pp | 3.46%-13.8pp | 519.73%-530.1pp |
| Employer contribution / active EE | $615 | $3,235-81.0% | $2,722-77.4% | $4,779-87.1% |
| Participant deferral / active EE | $713 | $4,206-83.1% | $3,402-79.1% | $5,609-87.3% |
| Admin fee / account holder | $554 | $5,734-90.3% | $3,590-84.6% | $10,827-94.9% |