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 | $8,149 | $56,277-85.5% | $80,975-89.9% | $62,891-87.0% |
| Participation rate | 17.6% | 69.0%-51.3pp | 75.8%-58.2pp | 69.3%-51.7pp |
| Annual return | -1.97% | 22.12%-24.1pp | 17.10%-19.1pp | 20.14%-22.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $947 | $4,195-77.4% | $5,696-83.4% | $3,203-70.4% |
| Admin fee / account holder | $8,830 | $3,741+136.1% | $5,516+60.1% | $4,296+105.6% |