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 | $6,400 | $57,354-88.8% | $83,848-92.4% | $64,186-90.0% |
| Participation rate | 48.4% | 68.6%-20.2pp | 76.1%-27.8pp | 69.6%-21.2pp |
| Annual return | -10.17% | 11.38%-21.5pp | 850.88%-861.0pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,353 | $2,545-46.8% | $3,631-62.7% | $2,381-43.2% |
| Participant deferral / active EE | $41 | $2,993-98.6% | $4,082-99.0% | $3,470-98.8% |
| Admin fee / account holder | $1,266 | $4,046-68.7% | $5,478-76.9% | $4,888-74.1% |