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 | $2,159 | $90,600-97.6% | $79,464-97.3% | $135,375-98.4% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 82.6%-62.6pp |
| Annual return | -102.29% | 977.43%-1079.7pp | 718.14%-820.4pp | 519.73%-622.0pp |
| Employer contribution / active EE | $110 | $3,068-96.4% | $2,800-96.1% | $4,779-97.7% |
| Participant deferral / active EE | $331 | $4,050-91.8% | $3,704-91.1% | $5,609-94.1% |
| Admin fee / account holder | $1,855 | $5,907-68.6% | $5,113-63.7% | $10,827-82.9% |