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 | $18,316 | $77,813-76.5% | $123,544-85.2% | $64,186-71.5% |
| Participation rate | 46.7% | 74.7%-28.0pp | 82.3%-35.6pp | 69.6%-22.9pp |
| Annual return | -8.30% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $4,273 | $3,014+41.8% | $4,628-7.7% | $2,381+79.5% |
| Participant deferral / active EE | $1,909 | $5,240-63.6% | $6,426-70.3% | $3,470-45.0% |
| Admin fee / account holder | $5,389 | $5,519-2.4% | $9,284-42.0% | $4,888+10.2% |