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 | $4,751 | $181,894-97.4% | $156,549-97.0% | $273,961-98.3% |
| Participation rate | 64.7% | 88.4%-23.7pp | 84.0%-19.3pp | 83.0%-18.3pp |
| Annual return | -0.53% | 30.74%-31.3pp | 32.23%-32.8pp | 41.45%-42.0pp |
| Employer contribution / active EE | $4,052 | $6,248-35.1% | $5,501-26.3% | $4,869-16.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,399 | $15,559-52.4% | $13,027-43.2% | $10,132-27.0% |