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 | $15,779 | $72,404-78.2% | $110,238-85.7% | $64,186-75.4% |
| Participation rate | 47.1% | 73.3%-26.3pp | 79.8%-32.8pp | 69.6%-22.5pp |
| Annual return | -7.82% | -6.29%-1.5pp | 314.74%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $838 | $3,469-75.8% | $4,672-82.1% | $3,470-75.8% |
| Admin fee / account holder | $733 | $5,664-87.1% | $8,547-91.4% | $4,888-85.0% |