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 | $565 | $76,738-99.3% | $56,411-99.0% | $145,922-99.6% |
| Participation rate | 69.2% | 63.2%+6.0pp | 52.5%+16.8pp | 80.3%-11.0pp |
| Annual return | -52.99% | 2994.23%-3047.2pp | 1701.33%-1754.3pp | 561.29%-614.3pp |
| Employer contribution / active EE | $149 | $1,380-89.2% | $1,039-85.6% | $4,660-96.8% |
| Participant deferral / active EE | $149 | $2,623-94.3% | $1,952-92.4% | $6,688-97.8% |
| Admin fee / account holder | $844 | $3,334-74.7% | $2,829-70.2% | $13,397-93.7% |