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 7-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 | $1,804 | $109,817-98.4% | $98,442-98.2% | $167,490-98.9% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | -24.99% | 1956.69%-1981.7pp | 1492.73%-1517.7pp | 478.56%-503.5pp |
| Employer contribution / active EE | $352 | $3,224-89.1% | $2,960-88.1% | $4,837-92.7% |
| Participant deferral / active EE | $694 | $4,673-85.1% | $4,276-83.8% | $6,341-89.1% |
| Admin fee / account holder | $2,782 | $6,753-58.8% | $5,949-53.2% | $12,309-77.4% |