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 | $18,474 | $211,958-91.3% | $169,463-89.1% | $135,375-86.4% |
| Participation rate | 18.2% | 82.6%-64.4pp | 77.8%-59.6pp | 82.6%-64.5pp |
| Annual return | -29.31% | 3.26%-32.6pp | 1.83%-31.1pp | 519.73%-549.0pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $414 | $6,075-93.2% | $5,277-92.2% | $5,609-92.6% |
| Admin fee / account holder | $5,643 | $11,471-50.8% | $9,109-38.0% | $10,827-47.9% |