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 | $346 | $88,087-99.6% | $164,866-99.8% | $74,546-99.5% |
| Participation rate | 0.5% | 73.1%-72.5pp | 78.6%-78.1pp | 67.2%-66.7pp |
| Annual return | -88.22% | 17.27%-105.5pp | 69.97%-158.2pp | 1366.03%-1454.3pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $81 | $4,499-98.2% | $6,033-98.7% | $4,347-98.1% |
| Admin fee / account holder | $36,372 | $2,232+1529.8% | $12,689+186.6% | $1,944+1771.4% |