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 | $13,243 | $72,177-81.7% | $115,037-88.5% | $59,632-77.8% |
| Participation rate | 45.5% | 72.6%-27.1pp | 81.4%-35.9pp | 68.7%-23.2pp |
| Annual return | -3.08% | 12.02%-15.1pp | 26.14%-29.2pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $801 | $2,841-71.8% | $4,608-82.6% | $2,203-63.6% |
| Participant deferral / active EE | $1,481 | $4,783-69.0% | $6,026-75.4% | $3,192-53.6% |
| Admin fee / account holder | $813 | $4,927-83.5% | $8,175-90.1% | $4,297-81.1% |