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 7-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 | $532 | $73,515-99.3% | $62,995-99.2% | $147,584-99.6% |
| Participation rate | 22.2% | 77.9%-55.6pp | 74.8%-52.6pp | 82.8%-60.6pp |
| Annual return | -77.87% | 175.43%-253.3pp | 87.57%-165.4pp | 578.55%-656.4pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $20 | $4,185-99.5% | $3,329-99.4% | $5,439-99.6% |
| Admin fee / account holder | $1,821 | $5,953-69.4% | $3,600-49.4% | $10,885-83.3% |