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 6-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 | $9,690 | $54,380-82.2% | $68,509-85.9% | $59,632-83.7% |
| Participation rate | 33.3% | 70.2%-36.9pp | 74.7%-41.4pp | 68.7%-35.3pp |
| Annual return | -3.26% | 2.83%-6.1pp | 8.27%-11.5pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $481 | $1,539-68.8% | $2,278-78.9% | $2,203-78.2% |
| Participant deferral / active EE | $715 | $2,643-72.9% | $3,382-78.9% | $3,192-77.6% |
| Admin fee / account holder | $859 | $3,885-77.9% | $5,275-83.7% | $4,297-80.0% |