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 | $16,157 | $73,004-77.9% | $90,749-82.2% | $68,494-76.4% |
| Participation rate | 26.9% | 70.8%-43.9pp | 75.7%-48.8pp | 67.9%-41.0pp |
| Annual return | -23.31% | -13.81%-9.5pp | -12.16%-11.1pp | -7.84%-15.5pp |
| Employer contribution / active EE | $729 | $2,193-66.7% | $2,921-75.0% | $2,596-71.9% |
| Participant deferral / active EE | $999 | $3,627-72.5% | $4,564-78.1% | $4,027-75.2% |
| Admin fee / account holder | $341 | $5,896-94.2% | $8,445-96.0% | $5,403-93.7% |