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 | $10,370 | $115,882-91.1% | $100,516-89.7% | $158,922-93.5% |
| Participation rate | 31.6% | 81.6%-50.0pp | 79.4%-47.8pp | 82.0%-50.4pp |
| Annual return | -3.69% | 34.79%-38.5pp | 30.89%-34.6pp | 302.83%-306.5pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $254 | $6,674-96.2% | $6,270-96.0% | $5,982-95.8% |
| Admin fee / account holder | $850 | $10,995-92.3% | $8,081-89.5% | $11,246-92.4% |