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.)
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 | $23,158 | $72,404-68.0% | $110,238-79.0% | $64,186-63.9% |
| Participation rate | 56.8% | 73.3%-16.6pp | 79.8%-23.1pp | 69.6%-12.8pp |
| Annual return | -3.49% | -6.29%+2.8pp | 314.74%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $955 | $2,282-58.1% | $3,826-75.0% | $2,381-59.9% |
| Participant deferral / active EE | $1,368 | $3,469-60.6% | $4,672-70.7% | $3,470-60.6% |
| Admin fee / account holder | $3,509 | $5,664-38.1% | $8,547-58.9% | $4,888-28.2% |