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 9-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 | $9,092 | $54,229-83.2% | $70,092-87.0% | $68,494-86.7% |
| Participation rate | 44.0% | 64.5%-20.5pp | 70.5%-26.5pp | 67.9%-23.9pp |
| Annual return | -14.19% | -13.87%-0.3pp | 190.73%-204.9pp | -7.84%-6.3pp |
| Employer contribution / active EE | $599 | $2,018-70.3% | $2,559-76.6% | $2,596-76.9% |
| Participant deferral / active EE | $787 | $2,956-73.4% | $3,849-79.6% | $4,027-80.5% |
| Admin fee / account holder | $1,526 | $4,694-67.5% | $6,267-75.6% | $5,403-71.7% |