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 8-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 | $14,564 | $72,492-79.9% | $87,100-83.3% | $72,985-80.0% |
| Participation rate | 15.0% | 72.8%-57.8pp | 76.9%-61.9pp | 69.5%-54.5pp |
| Annual return | 0.64% | 24.46%-23.8pp | 28.19%-27.5pp | 81.00%-80.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $315 | $3,270-90.4% | $4,049-92.2% | $3,607-91.3% |
| Admin fee / account holder | $373 | $5,055-92.6% | $7,497-95.0% | $5,124-92.7% |