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 | $13,603 | $69,977-80.6% | $108,579-87.5% | $62,891-78.4% |
| Participation rate | 6.7% | 72.9%-66.2pp | 79.6%-72.8pp | 69.3%-62.6pp |
| Annual return | 2.86% | 10.73%-7.9pp | -51.70%+54.6pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $125 | $3,165-96.1% | $4,311-97.1% | $3,203-96.1% |
| Admin fee / account holder | $455 | $5,076-91.0% | $7,645-94.0% | $4,296-89.4% |