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 | $18,417 | $77,813-76.3% | $123,544-85.1% | $64,186-71.3% |
| Participation rate | 61.3% | 74.7%-13.4pp | 82.3%-21.0pp | 69.6%-8.3pp |
| Annual return | -9.93% | 12.48%-22.4pp | 119.20%-129.1pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,106 | $3,014-63.3% | $4,628-76.1% | $2,381-53.6% |
| Participant deferral / active EE | $1,690 | $5,240-67.7% | $6,426-73.7% | $3,470-51.3% |
| Admin fee / account holder | $2,233 | $5,519-59.5% | $9,284-75.9% | $4,888-54.3% |