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 6-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 | $10,616 | $62,586-83.0% | $76,768-86.2% | $64,186-83.5% |
| Participation rate | 5.7% | 72.8%-67.1pp | 77.0%-71.2pp | 69.6%-63.9pp |
| Annual return | -14.85% | -1.95%-12.9pp | 2.43%-17.3pp | 7.63%-22.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $342 | $3,145-89.1% | $3,852-91.1% | $3,470-90.1% |
| Admin fee / account holder | $1,119 | $4,667-76.0% | $6,675-83.2% | $4,888-77.1% |