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 | $11,256 | $52,519-78.6% | $155,790-92.8% | $59,632-81.1% |
| Participation rate | 27.7% | 61.7%-34.0pp | 76.1%-48.4pp | 68.7%-41.0pp |
| Annual return | -5.85% | 53.51%-59.4pp | 71.54%-77.4pp | 2041.28%-2047.1pp |
| Employer contribution / active EE | $748 | $1,589-52.9% | $3,836-80.5% | $2,203-66.1% |
| Participant deferral / active EE | $416 | $3,084-86.5% | $4,797-91.3% | $3,192-87.0% |
| Admin fee / account holder | $2,425 | $3,540-31.5% | $7,478-67.6% | $4,297-43.6% |