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 | $19,632 | $96,484-79.7% | $156,263-87.4% | $74,304-73.6% |
| Participation rate | 55.4% | 67.7%-12.3pp | 78.9%-23.5pp | 60.3%-5.0pp |
| Annual return | -23.04% | 17.73%-40.8pp | 59.47%-82.5pp | 29.43%-52.5pp |
| Employer contribution / active EE | $1,410 | $2,528-44.2% | $4,333-67.5% | $2,241-37.1% |
| Participant deferral / active EE | $1,721 | $4,286-59.8% | $6,158-72.1% | $3,767-54.3% |
| Admin fee / account holder | $3,822 | $3,728+2.5% | $14,255-73.2% | $2,969+28.7% |