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 4-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 | $986 | $27,915-96.5% | $58,482-98.3% | $75,163-98.7% |
| Participation rate | 2.6% | 38.8%-36.2pp | 50.9%-48.2pp | 67.2%-64.6pp |
| Annual return | -4.02% | 44.20%-48.2pp | 4239.32%-4243.3pp | 160.62%-164.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $32 | $1,201-97.4% | $1,924-98.4% | $4,125-99.2% |
| Admin fee / account holder | $26,118 | $1,726+1413.5% | $2,516+938.1% | $5,651+362.2% |