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 | $8,743 | $58,828-85.1% | $77,999-88.8% | $62,891-86.1% |
| Participation rate | 19.2% | 71.1%-51.8pp | 75.5%-56.3pp | 69.3%-50.1pp |
| Annual return | 0.30% | 17.16%-16.9pp | 425.96%-425.7pp | 20.14%-19.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $89 | $2,686-96.7% | $3,497-97.5% | $3,203-97.2% |
| Admin fee / account holder | $325 | $4,393-92.6% | $5,480-94.1% | $4,296-92.4% |