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 | $5,743 | $92,222-93.8% | $76,768-92.5% | $135,375-95.8% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | -7.26% | 5.46%-12.7pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $609 | $3,216-81.1% | $2,485-75.5% | $4,779-87.2% |
| Participant deferral / active EE | $827 | $4,509-81.7% | $3,852-78.5% | $5,609-85.3% |
| Admin fee / account holder | $1,831 | $10,748-83.0% | $6,675-72.6% | $10,827-83.1% |