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 | $18,591 | $77,813-76.1% | $123,544-85.0% | $64,186-71.0% |
| Participation rate | 19.0% | 74.7%-55.7pp | 82.3%-63.2pp | 69.6%-50.5pp |
| Annual return | -12.33% | 12.48%-24.8pp | 119.20%-131.5pp | 7.63%-20.0pp |
| Employer contribution / active EE | $670 | $3,014-77.8% | $4,628-85.5% | $2,381-71.9% |
| Participant deferral / active EE | $1,509 | $5,240-71.2% | $6,426-76.5% | $3,470-56.5% |
| Admin fee / account holder | $1,026 | $5,519-81.4% | $9,284-88.9% | $4,888-79.0% |