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 | $8,812 | $71,883-87.7% | $86,677-89.8% | $68,494-87.1% |
| Participation rate | 51.7% | 72.2%-20.6pp | 76.6%-24.9pp | 67.9%-16.2pp |
| Annual return | -19.90% | 3.52%-23.4pp | 35.91%-55.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $631 | $2,173-70.9% | $2,836-77.7% | $2,596-75.7% |
| Participant deferral / active EE | $758 | $3,779-79.9% | $4,656-83.7% | $4,027-81.2% |
| Admin fee / account holder | $1,120 | $6,112-81.7% | $7,493-85.1% | $5,403-79.3% |