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 | $6,164 | $73,004-91.6% | $90,749-93.2% | $68,494-91.0% |
| Participation rate | 62.3% | 70.8%-8.6pp | 75.7%-13.4pp | 67.9%-5.6pp |
| Annual return | -16.96% | -13.81%-3.2pp | -12.16%-4.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $993 | $2,193-54.7% | $2,921-66.0% | $2,596-61.8% |
| Participant deferral / active EE | $465 | $3,627-87.2% | $4,564-89.8% | $4,027-88.4% |
| Admin fee / account holder | $1,728 | $5,896-70.7% | $8,445-79.5% | $5,403-68.0% |