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 | $8,527 | $60,349-85.9% | $74,183-88.5% | $62,891-86.4% |
| Participation rate | 60.5% | 72.7%-12.2pp | 76.6%-16.1pp | 69.3%-8.8pp |
| Annual return | -3.29% | 21.37%-24.7pp | 17.74%-21.0pp | 20.14%-23.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $665 | $2,856-76.7% | $3,550-81.3% | $3,203-79.2% |
| Admin fee / account holder | $474 | $4,261-88.9% | $5,586-91.5% | $4,296-89.0% |