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 | $126,519-91.4% | $106,201-89.7% | $145,959-92.5% |
| Participation rate | 37.5% | 77.7%-40.2pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | -98.68% | 225.10%-323.8pp | 116.26%-214.9pp | 561.95%-660.6pp |
| Employer contribution / active EE | $9,001 | $3,726+141.6% | $3,170+184.0% | $4,661+93.1% |
| Participant deferral / active EE | $145 | $5,716-97.5% | $5,012-97.1% | $6,689-97.8% |
| Admin fee / account holder | $16,526 | $17,312-4.5% | $11,039+49.7% | $13,398+23.4% |