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 9-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 | $11,240 | $153,772-92.7% | $133,980-91.6% | $273,961-95.9% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.1%-47.1pp | 83.0%-43.0pp |
| Annual return | -0.19% | 36.51%-36.7pp | 29.30%-29.5pp | 41.45%-41.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $50 | $6,958-99.3% | $6,282-99.2% | $5,287-99.1% |
| Admin fee / account holder | $840 | $11,765-92.9% | $9,324-91.0% | $10,132-91.7% |