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 | $8,511 | $52,681-83.8% | $75,781-88.8% | $59,632-85.7% |
| Participation rate | 33.3% | 67.2%-33.9pp | 75.8%-42.5pp | 68.7%-35.3pp |
| Annual return | -2.33% | 2.95%-5.3pp | 9.68%-12.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $482 | $2,193-78.0% | $3,323-85.5% | $2,203-78.1% |
| Participant deferral / active EE | $593 | $2,591-77.1% | $3,651-83.8% | $3,192-81.4% |
| Admin fee / account holder | $1,013 | $3,610-71.9% | $5,299-80.9% | $4,297-76.4% |