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.
Employer 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 | $550 | $106,543-99.5% | $91,220-99.4% | $134,475-99.6% |
| Participation rate | 12.5% | 76.8%-64.3pp | 73.2%-60.7pp | 81.2%-68.7pp |
| Annual return | -97.95% | 160.60%-258.6pp | 114.01%-212.0pp | 417.96%-515.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,561 | $4,719+17.9% | $4,234+31.4% | $6,400-13.1% |
| Admin fee / account holder | $4,406 | $6,231-29.3% | $5,420-18.7% | $11,426-61.4% |