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 3-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 | $7,873 | $77,899-89.9% | $149,673-94.7% | $75,163-89.5% |
| Participation rate | 21.8% | 65.6%-43.8pp | 78.8%-57.0pp | 67.2%-45.4pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $443 | $3,137-85.9% | $4,818-90.8% | $2,670-83.4% |
| Participant deferral / active EE | $844 | $3,411-75.2% | $5,680-85.1% | $4,125-79.5% |
| Admin fee / account holder | $340 | $5,956-94.3% | $13,210-97.4% | $5,651-94.0% |