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 9-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 | $1,185 | $96,635-98.8% | $86,612-98.6% | $139,434-99.2% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | -123.99% | 106.41%-230.4pp | 591.07%-715.1pp | 372.94%-496.9pp |
| Employer contribution / active EE | $631 | $3,263-80.7% | $3,022-79.1% | $4,751-86.7% |
| Participant deferral / active EE | $631 | $4,836-87.0% | $4,438-85.8% | $6,710-90.6% |
| Admin fee / account holder | $527 | $6,408-91.8% | $5,614-90.6% | $11,403-95.4% |