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 | $2,888 | $54,350-94.7% | $82,719-96.5% | $68,494-95.8% |
| Participation rate | 4.5% | 63.9%-59.4pp | 72.6%-68.1pp | 67.9%-63.4pp |
| Annual return | -106.68% | -13.67%-93.0pp | 701.18%-807.9pp | -7.84%-98.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $137 | $3,246-95.8% | $4,395-96.9% | $4,027-96.6% |
| Admin fee / account holder | $2,372 | $4,395-46.0% | $5,329-55.5% | $5,403-56.1% |