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 | $5,931 | $45,031-86.8% | $84,966-93.0% | $77,643-92.4% |
| Participation rate | 2.1% | 48.7%-46.6pp | 67.5%-65.4pp | 70.6%-68.5pp |
| Annual return | -20.14% | 79.22%-99.4pp | 66.38%-86.5pp | 31.24%-51.4pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $54 | $2,807-98.1% | $4,519-98.8% | $4,647-98.8% |
| Admin fee / account holder | $2,743 | $912+200.9% | $6,149-55.4% | $430+537.4% |