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 | $15,469 | $76,552-79.8% | $123,892-87.5% | $62,891-75.4% |
| Participation rate | 9.7% | 73.0%-63.3pp | 81.4%-71.7pp | 69.3%-59.6pp |
| Annual return | -3.46% | 18.68%-22.1pp | 47.52%-51.0pp | 20.14%-23.6pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $856 | $4,840-82.3% | $5,984-85.7% | $3,203-73.3% |
| Admin fee / account holder | $1,716 | $4,826-64.4% | $8,357-79.5% | $4,296-60.0% |