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 | $4,155 | $72,177-94.2% | $115,037-96.4% | $59,632-93.0% |
| Participation rate | 20.7% | 72.6%-51.9pp | 81.4%-60.7pp | 68.7%-48.0pp |
| Annual return | -5.54% | 12.02%-17.6pp | 26.14%-31.7pp | 2041.28%-2046.8pp |
| Employer contribution / active EE | $588 | $2,841-79.3% | $4,608-87.2% | $2,203-73.3% |
| Participant deferral / active EE | $346 | $4,783-92.8% | $6,026-94.3% | $3,192-89.2% |
| Admin fee / account holder | $3,806 | $4,927-22.8% | $8,175-53.4% | $4,297-11.4% |