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 | $17,846 | $72,177-75.3% | $115,037-84.5% | $59,632-70.1% |
| Participation rate | 61.5% | 72.6%-11.0pp | 81.4%-19.8pp | 68.7%-7.1pp |
| Annual return | -2.47% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,068 | $4,783-77.7% | $6,026-82.3% | $3,192-66.5% |
| Admin fee / account holder | $352 | $4,927-92.9% | $8,175-95.7% | $4,297-91.8% |