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 7-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 | $8,128 | $167,307-95.1% | $143,757-94.3% | $134,475-94.0% |
| Participation rate | 18.8% | 84.8%-66.1pp | 80.3%-61.6pp | 81.2%-62.5pp |
| Annual return | -12.84% | 0.46%-13.3pp | -0.04%-12.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $519 | $6,446-91.9% | $5,637-90.8% | $6,400-91.9% |
| Admin fee / account holder | $2,448 | $18,088-86.5% | $14,673-83.3% | $11,426-78.6% |