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 | $11,063 | $49,177-77.5% | $79,464-86.1% | $64,186-82.8% |
| Participation rate | 31.0% | 65.0%-34.1pp | 73.3%-42.4pp | 69.6%-38.6pp |
| Annual return | -9.72% | -1.16%-8.6pp | 718.14%-727.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $487 | $2,076-76.5% | $2,800-82.6% | $2,381-79.5% |
| Participant deferral / active EE | $772 | $2,821-72.6% | $3,704-79.2% | $3,470-77.8% |
| Admin fee / account holder | $1,742 | $3,839-54.6% | $5,113-65.9% | $4,888-64.4% |