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 | $18,441 | $67,411-72.6% | $91,001-79.7% | $70,131-73.7% |
| Participation rate | 50.0% | 71.4%-21.4pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 10.70% | -40.16%+50.9pp | 4.60%+6.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $344 | $1,786-80.7% | $2,456-86.0% | $2,342-85.3% |
| Participant deferral / active EE | $832 | $2,823-70.5% | $3,547-76.5% | $3,332-75.0% |
| Admin fee / account holder | $374 | $4,236-91.2% | $5,417-93.1% | $4,645-92.0% |