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 | $15,917 | $140,940-88.7% | $112,229-85.8% | $139,434-88.6% |
| Participation rate | 63.6% | 79.2%-15.6pp | 72.4%-8.8pp | 80.3%-16.7pp |
| Annual return | -8.79% | 32.71%-41.5pp | 30.20%-39.0pp | 372.94%-381.7pp |
| Employer contribution / active EE | $876 | $4,283-79.5% | $3,430-74.5% | $4,751-81.6% |
| Participant deferral / active EE | $1,276 | $5,874-78.3% | $4,798-73.4% | $6,710-81.0% |
| Admin fee / account holder | $2,705 | $9,954-72.8% | $7,748-65.1% | $11,403-76.3% |