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 | $81 | $70,606-99.9% | $53,898-99.8% | $142,382-99.9% |
| Participation rate | 42.9% | 63.7%-20.8pp | 55.0%-12.1pp | 80.1%-37.3pp |
| Annual return | -6.77% | 619.81%-626.6pp | 528.60%-535.4pp | 217.08%-223.8pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $93 | $2,364-96.1% | $1,826-94.9% | $6,507-98.6% |
| Admin fee / account holder | $548 | $2,852-80.8% | $2,491-78.0% | $12,624-95.7% |