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 | $84 | $117,841-99.9% | $102,423-99.9% | $145,922-99.9% |
| Participation rate | 8.3% | 78.6%-70.3pp | 76.5%-68.2pp | 80.3%-71.9pp |
| Annual return | -126.71% | 31.65%-158.4pp | 29.32%-156.0pp | 561.29%-688.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $148 | $5,731-97.4% | $5,053-97.1% | $6,688-97.8% |
| Admin fee / account holder | $883 | $13,326-93.4% | $9,451-90.7% | $13,397-93.4% |