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 | $8,513 | $54,229-84.3% | $70,092-87.9% | $68,494-87.6% |
| Participation rate | 19.5% | 64.5%-45.0pp | 70.5%-51.0pp | 67.9%-48.4pp |
| Annual return | -13.95% | -13.87%-0.1pp | 190.73%-204.7pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $294 | $2,956-90.1% | $3,849-92.4% | $4,027-92.7% |
| Admin fee / account holder | $386 | $4,694-91.8% | $6,267-93.8% | $5,403-92.9% |