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 | $9,306 | $77,813-88.0% | $123,544-92.5% | $64,186-85.5% |
| Participation rate | 60.4% | 74.7%-14.3pp | 82.3%-21.9pp | 69.6%-9.2pp |
| Annual return | -5.19% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,079 | $3,014-64.2% | $4,628-76.7% | $2,381-54.7% |
| Participant deferral / active EE | $1,496 | $5,240-71.4% | $6,426-76.7% | $3,470-56.9% |
| Admin fee / account holder | $1,722 | $5,519-68.8% | $9,284-81.5% | $4,888-64.8% |