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 | $13,593 | $71,883-81.1% | $86,677-84.3% | $68,494-80.2% |
| Participation rate | 22.5% | 72.2%-49.7pp | 76.6%-54.1pp | 67.9%-45.4pp |
| Annual return | -26.06% | 3.52%-29.6pp | 35.91%-62.0pp | -7.84%-18.2pp |
| Employer contribution / active EE | $686 | $2,173-68.4% | $2,836-75.8% | $2,596-73.6% |
| Participant deferral / active EE | $1,256 | $3,779-66.8% | $4,656-73.0% | $4,027-68.8% |
| Admin fee / account holder | $476 | $6,112-92.2% | $7,493-93.7% | $5,403-91.2% |