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 4-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 | $6,046 | $81,900-92.6% | $119,609-94.9% | $68,494-91.2% |
| Participation rate | 34.5% | 71.9%-37.3pp | 79.3%-44.7pp | 67.9%-33.3pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.97%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,043 | $2,693-61.3% | $4,232-75.4% | $2,596-59.8% |
| Participant deferral / active EE | $1,364 | $4,148-67.1% | $5,602-75.6% | $4,027-66.1% |
| Admin fee / account holder | $306 | $6,582-95.4% | $10,323-97.0% | $5,403-94.3% |