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 | $3,836 | $48,274-92.1% | $63,517-94.0% | $59,632-93.6% |
| Participation rate | 31.7% | 66.3%-34.6pp | 71.0%-39.3pp | 68.7%-37.0pp |
| Annual return | -3.47% | -240.79%+237.3pp | -70.30%+66.8pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $203 | $2,343-91.3% | $2,953-93.1% | $3,192-93.6% |
| Admin fee / account holder | $1,450 | $3,600-59.7% | $5,892-75.4% | $4,297-66.3% |