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 | $11,698 | $61,660-81.0% | $80,019-85.4% | $64,186-81.8% |
| Participation rate | 64.3% | 71.7%-7.4pp | 75.8%-11.5pp | 69.6%-5.3pp |
| Annual return | -10.69% | -0.33%-10.4pp | 11.22%-21.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $632 | $1,810-65.1% | $2,468-74.4% | $2,381-73.4% |
| Participant deferral / active EE | $801 | $2,968-73.0% | $3,686-78.3% | $3,470-76.9% |
| Admin fee / account holder | $583 | $5,417-89.2% | $6,521-91.1% | $4,888-88.1% |