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 | $25,625 | $94,529-72.9% | $140,016-81.7% | $64,186-60.1% |
| Participation rate | 12.8% | 84.1%-71.3pp | 87.5%-74.7pp | 69.6%-56.8pp |
| Annual return | -8.79% | 7.77%-16.6pp | 651.12%-659.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $664 | $5,250-87.4% | $6,927-90.4% | $3,470-80.9% |
| Admin fee / account holder | $2,709 | $6,741-59.8% | $10,705-74.7% | $4,888-44.6% |