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 | $10,932 | $126,574-91.4% | $106,213-89.7% | $145,922-92.5% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | -98.68% | 224.79%-323.5pp | 116.14%-214.8pp | 561.29%-660.0pp |
| Employer contribution / active EE | $9,001 | $3,730+141.3% | $3,171+183.8% | $4,660+93.2% |
| Participant deferral / active EE | $145 | $5,724-97.5% | $5,016-97.1% | $6,688-97.8% |
| Admin fee / account holder | $16,526 | $17,304-4.5% | $11,033+49.8% | $13,397+23.4% |