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 | $20,995 | $73,004-71.2% | $90,749-76.9% | $68,494-69.3% |
| Participation rate | 35.3% | 70.8%-35.5pp | 75.7%-40.4pp | 67.9%-32.6pp |
| Annual return | -22.29% | -13.81%-8.5pp | -12.16%-10.1pp | -7.84%-14.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,156 | $3,627-68.1% | $4,564-74.7% | $4,027-71.3% |
| Admin fee / account holder | $1,991 | $5,896-66.2% | $8,445-76.4% | $5,403-63.2% |