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 | $21,877 | $71,883-69.6% | $86,677-74.8% | $68,494-68.1% |
| Participation rate | 43.2% | 72.2%-29.0pp | 76.6%-33.3pp | 67.9%-24.6pp |
| Annual return | -19.51% | 3.52%-23.0pp | 35.91%-55.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,083 | $2,173-50.1% | $2,836-61.8% | $2,596-58.3% |
| Participant deferral / active EE | $1,710 | $3,779-54.7% | $4,656-63.3% | $4,027-57.5% |
| Admin fee / account holder | $811 | $6,112-86.7% | $7,493-89.2% | $5,403-85.0% |