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 | $23,739 | $57,108-58.4% | $94,224-74.8% | $52,331-54.6% |
| Participation rate | 20.3% | 72.9%-52.6pp | 78.8%-58.5pp | 68.1%-47.8pp |
| Annual return | -2.71% | 1.47%-4.2pp | 10.68%-13.4pp | 4.54%-7.2pp |
| Employer contribution / active EE | $485 | $1,735-72.0% | $3,587-86.5% | $1,882-74.2% |
| Participant deferral / active EE | $749 | $3,040-75.3% | $4,320-82.7% | $3,022-75.2% |
| Admin fee / account holder | $1,442 | $546+163.9% | $6,269-77.0% | $592+143.7% |