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 3-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 | $1,190 | $99,877-98.8% | $84,966-98.6% | $145,922-99.2% |
| Participation rate | 44.4% | 74.1%-29.6pp | 67.5%-23.1pp | 80.3%-35.8pp |
| Annual return | -88.77% | 83.76%-172.5pp | 66.38%-155.2pp | 561.29%-650.1pp |
| Employer contribution / active EE | $616 | $3,231-80.9% | $2,727-77.4% | $4,660-86.8% |
| Participant deferral / active EE | $616 | $5,291-88.4% | $4,519-86.4% | $6,688-90.8% |
| Admin fee / account holder | $8,574 | $7,248+18.3% | $6,149+39.4% | $13,397-36.0% |