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 | $17,324 | $71,883-75.9% | $86,677-80.0% | $68,494-74.7% |
| Participation rate | 57.7% | 72.2%-14.5pp | 76.6%-18.9pp | 67.9%-10.2pp |
| Annual return | -20.78% | 3.52%-24.3pp | 35.91%-56.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,253 | $2,173-42.4% | $2,836-55.8% | $2,596-51.8% |
| Participant deferral / active EE | $1,498 | $3,779-60.3% | $4,656-67.8% | $4,027-62.8% |
| Admin fee / account holder | $2,401 | $6,112-60.7% | $7,493-68.0% | $5,403-55.6% |