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 | $5 | $109,413-100.0% | $156,263-100.0% | $84,808-100.0% |
| Participation rate | 20.6% | 72.7%-52.1pp | 78.9%-58.3pp | 68.3%-47.7pp |
| Annual return | 6.65% | 20.18%-13.5pp | 59.47%-52.8pp | 40.90%-34.2pp |
| Employer contribution / active EE | $982 | $2,907-66.2% | $4,333-77.3% | $2,631-62.7% |
| Participant deferral / active EE | $1,379 | $4,590-69.9% | $6,158-77.6% | $4,212-67.3% |
| Admin fee / account holder | $302,966 | $9,357+3138.0% | $14,255+2025.4% | $7,344+4025.5% |