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 | $14,821 | $73,004-79.7% | $90,749-83.7% | $68,494-78.4% |
| Participation rate | 28.4% | 70.8%-42.5pp | 75.7%-47.3pp | 67.9%-39.5pp |
| Annual return | -12.59% | -13.81%+1.2pp | -12.16%-0.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $733 | $2,193-66.6% | $2,921-74.9% | $2,596-71.8% |
| Participant deferral / active EE | $950 | $3,627-73.8% | $4,564-79.2% | $4,027-76.4% |
| Admin fee / account holder | $5,235 | $5,896-11.2% | $8,445-38.0% | $5,403-3.1% |