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 | $12,218 | $62,586-80.5% | $76,768-84.1% | $64,186-81.0% |
| Participation rate | 54.5% | 72.8%-18.3pp | 77.0%-22.4pp | 69.6%-15.0pp |
| Annual return | -8.41% | -1.95%-6.5pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $495 | $1,832-73.0% | $2,485-80.1% | $2,381-79.2% |
| Participant deferral / active EE | $1,408 | $3,145-55.2% | $3,852-63.4% | $3,470-59.4% |
| Admin fee / account holder | $1,327 | $4,667-71.6% | $6,675-80.1% | $4,888-72.9% |