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 | $16,291 | $72,177-77.4% | $115,037-85.8% | $59,632-72.7% |
| Participation rate | 41.5% | 72.6%-31.0pp | 81.4%-39.8pp | 68.7%-27.1pp |
| Annual return | -4.74% | 12.02%-16.8pp | 26.14%-30.9pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $2,926 | $2,841+3.0% | $4,608-36.5% | $2,203+32.9% |
| Participant deferral / active EE | $447 | $4,783-90.7% | $6,026-92.6% | $3,192-86.0% |
| Admin fee / account holder | $1,910 | $4,927-61.2% | $8,175-76.6% | $4,297-55.5% |