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 | $551 | $56,053-99.0% | $75,972-99.3% | $80,856-99.3% |
| Participation rate | 20.0% | 62.0%-42.0pp | 69.1%-49.1pp | 67.6%-47.6pp |
| Annual return | 8.89% | 20.53%-11.6pp | 359.55%-350.7pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,113 | $1,874-40.6% | $2,685-58.5% | $2,755-59.6% |
| Participant deferral / active EE | $273 | $3,052-91.1% | $4,255-93.6% | $4,296-93.7% |
| Admin fee / account holder | $137,429 | $5,234+2525.9% | $6,467+2025.2% | $6,918+1886.6% |