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 | $8,639 | $96,557-91.1% | $80,975-89.3% | $273,961-96.8% |
| Participation rate | 5.3% | 79.1%-73.8pp | 75.8%-70.5pp | 83.0%-77.8pp |
| Annual return | -0.27% | 15.14%-15.4pp | 17.10%-17.4pp | 41.45%-41.7pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $746 | $6,598-88.7% | $5,696-86.9% | $5,287-85.9% |
| Admin fee / account holder | $9,237 | $7,492+23.3% | $5,516+67.5% | $10,132-8.8% |