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 | $7,734 | $56,484-86.3% | $169,463-95.4% | $64,186-88.0% |
| Participation rate | 37.8% | 64.5%-26.7pp | 77.8%-39.9pp | 69.6%-31.7pp |
| Annual return | -8.80% | -1.55%-7.2pp | 1.83%-10.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $673 | $1,832-63.3% | $4,159-83.8% | $2,381-71.7% |
| Participant deferral / active EE | $860 | $3,448-75.1% | $5,277-83.7% | $3,470-75.2% |
| Admin fee / account holder | $2,672 | $4,174-36.0% | $9,109-70.7% | $4,888-45.3% |