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 | $11,063 | $69,010-84.0% | $159,960-93.1% | $68,494-83.8% |
| Participation rate | 40.7% | 65.4%-24.7pp | 78.0%-37.2pp | 67.9%-27.1pp |
| Annual return | -22.59% | -9.65%-12.9pp | 408.60%-431.2pp | -7.84%-14.7pp |
| Employer contribution / active EE | $652 | $2,213-70.5% | $4,226-84.6% | $2,596-74.9% |
| Participant deferral / active EE | $814 | $4,212-80.7% | $6,182-86.8% | $4,027-79.8% |
| Admin fee / account holder | $814 | $4,798-83.0% | $8,698-90.6% | $5,403-84.9% |