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 | $16,166 | $62,586-74.2% | $76,768-78.9% | $64,186-74.8% |
| Participation rate | 39.0% | 72.8%-33.8pp | 77.0%-38.0pp | 69.6%-30.6pp |
| Annual return | -8.48% | -1.95%-6.5pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $825 | $3,145-73.8% | $3,852-78.6% | $3,470-76.2% |
| Admin fee / account holder | $1,469 | $4,667-68.5% | $6,675-78.0% | $4,888-69.9% |