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 | $11,592 | $59,186-80.4% | $76,768-84.9% | $56,287-79.4% |
| Participation rate | 22.7% | 75.2%-52.5pp | 77.0%-54.2pp | 69.9%-47.1pp |
| Annual return | -6.92% | 6.62%-13.5pp | 2.43%-9.3pp | -9.96%+3.0pp |
| Employer contribution / active EE | $502 | $1,759-71.5% | $2,485-79.8% | $2,111-76.2% |
| Participant deferral / active EE | $853 | $3,255-73.8% | $3,852-77.8% | $3,350-74.5% |
| Admin fee / account holder | $2,618 | $489+435.2% | $6,675-60.8% | $521+402.5% |