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 | $99,921-98.8% | $85,009-98.6% | $145,959-99.2% |
| Participation rate | 44.4% | 74.1%-29.6pp | 67.5%-23.1pp | 80.3%-35.8pp |
| Annual return | -88.77% | 83.89%-172.7pp | 66.47%-155.2pp | 561.95%-650.7pp |
| Employer contribution / active EE | $616 | $3,233-80.9% | $2,728-77.4% | $4,661-86.8% |
| Participant deferral / active EE | $616 | $5,293-88.4% | $4,522-86.4% | $6,689-90.8% |
| Admin fee / account holder | $8,574 | $7,252+18.2% | $6,153+39.4% | $13,398-36.0% |