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 9-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 | $4,394 | $77,813-94.4% | $123,544-96.4% | $64,186-93.2% |
| Participation rate | 37.8% | 74.7%-36.9pp | 82.3%-44.5pp | 69.6%-31.8pp |
| Annual return | -11.06% | 12.48%-23.5pp | 119.20%-130.3pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,104 | $3,014-63.4% | $4,628-76.1% | $2,381-53.6% |
| Participant deferral / active EE | $1,181 | $5,240-77.5% | $6,426-81.6% | $3,470-66.0% |
| Admin fee / account holder | $5,553 | $5,519+0.6% | $9,284-40.2% | $4,888+13.6% |