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 | $12,816 | $65,561-80.5% | $86,188-85.1% | $75,163-82.9% |
| Participation rate | 15.7% | 60.5%-44.8pp | 69.0%-53.3pp | 67.2%-51.5pp |
| Annual return | -76.47% | 46.05%-122.5pp | 1168.45%-1244.9pp | 160.62%-237.1pp |
| Employer contribution / active EE | $500 | $1,553-67.8% | $2,380-79.0% | $2,670-81.3% |
| Participant deferral / active EE | $969 | $3,024-67.9% | $3,985-75.7% | $4,125-76.5% |
| Admin fee / account holder | $3,217 | $5,474-41.2% | $6,852-53.0% | $5,651-43.1% |