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 | $16,174 | $52,681-69.3% | $75,781-78.7% | $59,632-72.9% |
| Participation rate | 55.3% | 67.2%-12.0pp | 75.8%-20.6pp | 68.7%-13.4pp |
| Annual return | -1.13% | 2.95%-4.1pp | 9.68%-10.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $2,105 | $2,193-4.0% | $3,323-36.7% | $2,203-4.4% |
| Participant deferral / active EE | $299 | $2,591-88.4% | $3,651-91.8% | $3,192-90.6% |
| Admin fee / account holder | $335 | $3,610-90.7% | $5,299-93.7% | $4,297-92.2% |