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 | $15,297 | $73,933-79.3% | $96,683-84.2% | $75,163-79.6% |
| Participation rate | 41.7% | 66.4%-24.8pp | 74.3%-32.7pp | 67.2%-25.5pp |
| Annual return | -7.99% | 26.70%-34.7pp | 35.69%-43.7pp | 160.62%-168.6pp |
| Employer contribution / active EE | $1,545 | $2,928-47.2% | $3,737-58.7% | $2,670-42.1% |
| Participant deferral / active EE | $1,232 | $3,659-66.3% | $4,878-74.8% | $4,125-70.1% |
| Admin fee / account holder | $2,713 | $5,216-48.0% | $6,730-59.7% | $5,651-52.0% |