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 | $5,711 | $59,186-90.4% | $76,768-92.6% | $56,287-89.9% |
| Participation rate | 65.1% | 75.2%-10.1pp | 77.0%-11.9pp | 69.9%-4.8pp |
| Annual return | -7.58% | 6.62%-14.2pp | 2.43%-10.0pp | -9.96%+2.4pp |
| Employer contribution / active EE | $649 | $1,759-63.1% | $2,485-73.9% | $2,111-69.3% |
| Participant deferral / active EE | $1,026 | $3,255-68.5% | $3,852-73.4% | $3,350-69.4% |
| Admin fee / account holder | $2,538 | $489+419.0% | $6,675-62.0% | $521+387.3% |