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 | $607 | $30,400-98.0% | $53,898-98.9% | $84,808-99.3% |
| Participation rate | 23.2% | 46.4%-23.2pp | 55.0%-31.7pp | 68.3%-45.1pp |
| Annual return | -82.53% | 500.19%-582.7pp | 528.60%-611.1pp | 40.90%-123.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $121 | $1,199-89.9% | $1,826-93.4% | $4,212-97.1% |
| Admin fee / account holder | $516 | $1,993-74.1% | $2,491-79.3% | $7,344-93.0% |