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 6-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 | $24,163 | $148,978-83.8% | $200,582-88.0% | $84,808-71.5% |
| Participation rate | 0.0% | 84.2%-84.2pp | 86.9%-86.9pp | 68.3%-68.3pp |
| Annual return | -91.00% | 28.16%-119.2pp | 42.33%-133.3pp | 40.90%-131.9pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $241 | $7,142-96.6% | $9,331-97.4% | $4,212-94.3% |
| Admin fee / account holder | $72,919 | $13,977+421.7% | $16,305+347.2% | $7,344+892.9% |