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 8-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 | $6,882 | $54,726-87.4% | $68,793-90.0% | $64,186-89.3% |
| Participation rate | 35.6% | 68.0%-32.4pp | 72.2%-36.6pp | 69.6%-34.0pp |
| Annual return | -12.57% | -1.62%-11.0pp | -4.63%-7.9pp | 7.63%-20.2pp |
| Employer contribution / active EE | $735 | $1,846-60.2% | $2,625-72.0% | $2,381-69.1% |
| Participant deferral / active EE | $735 | $2,626-72.0% | $3,311-77.8% | $3,470-78.8% |
| Admin fee / account holder | $1,616 | $4,027-59.9% | $5,131-68.5% | $4,888-66.9% |