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 | $6,714 | $45,152-85.1% | $73,843-90.9% | $59,632-88.7% |
| Participation rate | 50.0% | 64.0%-14.0pp | 73.4%-23.4pp | 68.7%-18.7pp |
| Annual return | -3.79% | 27.40%-31.2pp | 2267.84%-2271.6pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $374 | $1,902-80.3% | $2,787-86.6% | $2,203-83.0% |
| Participant deferral / active EE | $578 | $2,574-77.6% | $3,583-83.9% | $3,192-81.9% |
| Admin fee / account holder | $650 | $3,516-81.5% | $4,880-86.7% | $4,297-84.9% |