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 8-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 | $16,087 | $71,883-77.6% | $86,677-81.4% | $68,494-76.5% |
| Participation rate | 52.5% | 72.2%-19.8pp | 76.6%-24.1pp | 67.9%-15.4pp |
| Annual return | -19.70% | 3.52%-23.2pp | 35.91%-55.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $836 | $2,173-61.5% | $2,836-70.5% | $2,596-67.8% |
| Participant deferral / active EE | $1,559 | $3,779-58.7% | $4,656-66.5% | $4,027-61.3% |
| Admin fee / account holder | $1,493 | $6,112-75.6% | $7,493-80.1% | $5,403-72.4% |