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 | $15,060 | $58,577-74.3% | $83,333-81.9% | $64,186-76.5% |
| Participation rate | 67.7% | 72.0%-4.3pp | 77.8%-10.1pp | 69.6%-1.9pp |
| Annual return | -12.92% | 9.65%-22.6pp | 10.63%-23.6pp | 7.63%-20.6pp |
| Employer contribution / active EE | $800 | $2,098-61.9% | $3,379-76.3% | $2,381-66.4% |
| Participant deferral / active EE | $1,202 | $4,654-74.2% | $5,565-78.4% | $3,470-65.4% |
| Admin fee / account holder | $8,334 | $9,275-10.1% | $7,510+11.0% | $4,888+70.5% |