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 | $38 | $112,096-100.0% | $95,952-100.0% | $158,922-100.0% |
| Participation rate | 26.3% | 79.0%-52.7pp | 77.1%-50.8pp | 82.0%-55.6pp |
| Annual return | -77.11% | 171.09%-248.2pp | 91.61%-168.7pp | 302.83%-379.9pp |
| Employer contribution / active EE | $691 | $3,198-78.4% | $2,541-72.8% | $4,761-85.5% |
| Participant deferral / active EE | $1,443 | $4,784-69.8% | $4,167-65.4% | $5,982-75.9% |
| Admin fee / account holder | $26,621 | $10,130+162.8% | $6,795+291.8% | $11,246+136.7% |