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 | $650 | $99,020-99.3% | $86,590-99.2% | $147,584-99.6% |
| Participation rate | 46.2% | 76.3%-30.2pp | 73.5%-27.4pp | 82.8%-36.7pp |
| Annual return | -11.56% | 1312.34%-1323.9pp | 964.84%-976.4pp | 578.55%-590.1pp |
| Employer contribution / active EE | $94 | $3,132-97.0% | $2,839-96.7% | $4,876-98.1% |
| Participant deferral / active EE | $187 | $3,972-95.3% | $3,609-94.8% | $5,439-96.6% |
| Admin fee / account holder | $526 | $5,710-90.8% | $4,906-89.3% | $10,885-95.2% |