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 | $18,576 | $77,813-76.1% | $123,544-85.0% | $64,186-71.1% |
| Participation rate | 56.1% | 74.7%-18.6pp | 82.3%-26.2pp | 69.6%-13.5pp |
| Annual return | -8.33% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,245 | $3,014-58.7% | $4,628-73.1% | $2,381-47.7% |
| Participant deferral / active EE | $2,198 | $5,240-58.1% | $6,426-65.8% | $3,470-36.7% |
| Admin fee / account holder | $317 | $5,519-94.3% | $9,284-96.6% | $4,888-93.5% |