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 | $17,661 | $127,386-86.1% | $115,037-84.6% | $125,391-85.9% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -3.69% | 31.28%-35.0pp | 26.14%-29.8pp | 282.22%-285.9pp |
| Employer contribution / active EE | $1,826 | $5,166-64.6% | $4,608-60.4% | $4,866-62.5% |
| Participant deferral / active EE | $1,115 | $6,423-82.6% | $6,026-81.5% | $5,352-79.2% |
| Admin fee / account holder | $2,736 | $9,516-71.2% | $8,175-66.5% | $9,540-71.3% |