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 | $11,743 | $46,674-74.8% | $117,472-90.0% | $68,494-82.9% |
| Participation rate | 65.4% | 56.8%+8.6pp | 70.6%-5.2pp | 67.9%-2.5pp |
| Annual return | -31.99% | -14.52%-17.5pp | 29.74%-61.7pp | -7.84%-24.1pp |
| Employer contribution / active EE | $3,815 | $1,505+153.6% | $4,176-8.6% | $2,596+46.9% |
| Participant deferral / active EE | $835 | $2,636-68.3% | $4,070-79.5% | $4,027-79.3% |
| Admin fee / account holder | $668 | $4,020-83.4% | $5,645-88.2% | $5,403-87.6% |