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 | $6,010 | $39,122-84.6% | $57,179-89.5% | $62,891-90.4% |
| Participation rate | 27.0% | 70.5%-43.5pp | 75.3%-48.3pp | 69.3%-42.3pp |
| Annual return | -13.49% | 9.23%-22.7pp | 14.59%-28.1pp | 20.14%-33.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $719 | $2,374-69.7% | $3,096-76.8% | $3,203-77.6% |
| Admin fee / account holder | $1,115 | $2,592-57.0% | $3,139-64.5% | $4,296-74.0% |