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 | $13,142 | $52,681-75.1% | $75,781-82.7% | $59,632-78.0% |
| Participation rate | 69.7% | 67.2%+2.5pp | 75.8%-6.1pp | 68.7%+1.1pp |
| Annual return | -0.42% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $5,754 | $2,193+162.3% | $3,323+73.2% | $2,203+161.2% |
| Participant deferral / active EE | $741 | $2,591-71.4% | $3,651-79.7% | $3,192-76.8% |
| Admin fee / account holder | $1,307 | $3,610-63.8% | $5,299-75.3% | $4,297-69.6% |