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 10-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 | $11,398 | $43,550-73.8% | $63,517-82.1% | $52,331-78.2% |
| Participation rate | 32.4% | 65.7%-33.3pp | 71.0%-38.7pp | 68.1%-35.8pp |
| Annual return | -4.25% | 2.03%-6.3pp | -70.30%+66.0pp | 4.54%-8.8pp |
| Employer contribution / active EE | $401 | $1,351-70.3% | $2,322-82.7% | $1,882-78.7% |
| Participant deferral / active EE | $925 | $2,254-59.0% | $2,953-68.7% | $3,022-69.4% |
| Admin fee / account holder | $565 | $387+46.1% | $5,892-90.4% | $592-4.5% |