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 7-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 | $6,764 | $49,280-86.3% | $67,313-90.0% | $64,186-89.5% |
| Participation rate | 14.6% | 60.8%-46.1pp | 69.1%-54.4pp | 69.6%-54.9pp |
| Annual return | -2.02% | -1.39%-0.6pp | -4.08%+2.1pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $381 | $2,484-84.7% | $3,568-89.3% | $3,470-89.0% |
| Admin fee / account holder | $628 | $3,863-83.8% | $4,507-86.1% | $4,888-87.2% |