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 | $11,902 | $53,596-77.8% | $90,645-86.9% | $64,186-81.5% |
| Participation rate | 40.2% | 64.5%-24.3pp | 74.0%-33.8pp | 69.6%-29.3pp |
| Annual return | -14.15% | 4.41%-18.6pp | 1.88%-16.0pp | 7.63%-21.8pp |
| Employer contribution / active EE | $354 | $1,503-76.5% | $2,532-86.0% | $2,381-85.1% |
| Participant deferral / active EE | $691 | $2,459-71.9% | $3,425-79.8% | $3,470-80.1% |
| Admin fee / account holder | $4,165 | $3,868+7.7% | $4,994-16.6% | $4,888-14.8% |