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 9-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 | $69 | $67,823-99.9% | $52,425-99.9% | $137,256-99.9% |
| Participation rate | 36.4% | 63.9%-27.5pp | 55.6%-19.3pp | 80.0%-43.6pp |
| Annual return | -11.21% | 219.11%-230.3pp | 302.12%-313.3pp | 220.34%-231.6pp |
| Employer contribution / active EE | $142 | $1,163-87.8% | $914-84.4% | $4,156-96.6% |
| Participant deferral / active EE | $178 | $2,288-92.2% | $1,790-90.1% | $6,407-97.2% |
| Admin fee / account holder | $133,358 | $2,844+4588.8% | $2,495+5245.2% | $12,270+986.8% |