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 7-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 | $10,171 | $72,607-86.0% | $90,749-88.8% | $66,914-84.8% |
| Participation rate | 24.6% | 73.7%-49.1pp | 75.7%-51.1pp | 69.8%-45.2pp |
| Annual return | -25.67% | -12.28%-13.4pp | -12.16%-13.5pp | 1.58%-27.2pp |
| Employer contribution / active EE | $655 | $2,369-72.3% | $2,921-77.6% | $2,544-74.3% |
| Participant deferral / active EE | $800 | $3,977-79.9% | $4,564-82.5% | $4,237-81.1% |
| Admin fee / account holder | $747 | $707+5.6% | $8,445-91.2% | $593+25.9% |