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 5-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 | $14,049 | $64,707-78.3% | $112,228-87.5% | $68,494-79.5% |
| Participation rate | 32.1% | 67.2%-35.0pp | 75.1%-42.9pp | 67.9%-35.7pp |
| Annual return | -21.14% | -11.40%-9.7pp | 27.45%-48.6pp | -7.84%-13.3pp |
| Employer contribution / active EE | $867 | $2,746-68.4% | $3,635-76.1% | $2,596-66.6% |
| Participant deferral / active EE | $1,019 | $3,565-71.4% | $4,728-78.4% | $4,027-74.7% |
| Admin fee / account holder | $327 | $5,232-93.7% | $6,410-94.9% | $5,403-93.9% |