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 | $14,301 | $228,332-93.7% | $185,823-92.3% | $158,922-91.0% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | -1.54% | 40.80%-42.3pp | 35.95%-37.5pp | 302.83%-304.4pp |
| Employer contribution / active EE | $656 | $4,967-86.8% | $4,087-84.0% | $4,761-86.2% |
| Participant deferral / active EE | $656 | $6,415-89.8% | $5,632-88.4% | $5,982-89.0% |
| Admin fee / account holder | $19,653 | $11,864+65.6% | $9,500+106.9% | $11,246+74.8% |