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 8-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 | $12,783 | $64,707-80.2% | $112,228-88.6% | $68,494-81.3% |
| Participation rate | 39.6% | 67.2%-27.6pp | 75.1%-35.5pp | 67.9%-28.3pp |
| Annual return | -24.59% | -11.40%-13.2pp | 27.45%-52.0pp | -7.84%-16.7pp |
| Employer contribution / active EE | $1,132 | $2,746-58.8% | $3,635-68.9% | $2,596-56.4% |
| Participant deferral / active EE | $1,198 | $3,565-66.4% | $4,728-74.7% | $4,027-70.2% |
| Admin fee / account holder | $1,086 | $5,232-79.2% | $6,410-83.1% | $5,403-79.9% |