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 9-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 | $5,759 | $57,354-90.0% | $83,848-93.1% | $64,186-91.0% |
| Participation rate | 38.1% | 68.6%-30.5pp | 76.1%-38.0pp | 69.6%-31.4pp |
| Annual return | -15.37% | 11.38%-26.7pp | 850.88%-866.2pp | 7.63%-23.0pp |
| Employer contribution / active EE | $689 | $2,545-72.9% | $3,631-81.0% | $2,381-71.1% |
| Participant deferral / active EE | $929 | $2,993-69.0% | $4,082-77.2% | $3,470-73.2% |
| Admin fee / account holder | $557 | $4,046-86.2% | $5,478-89.8% | $4,888-88.6% |