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 | $18,710 | $142,344-86.9% | $119,609-84.4% | $134,475-86.1% |
| Participation rate | 61.9% | 82.8%-20.9pp | 79.3%-17.4pp | 81.2%-19.3pp |
| Annual return | -18.87% | -12.44%-6.4pp | -14.97%-3.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,694 | $5,222-67.6% | $4,232-60.0% | $4,740-64.3% |
| Participant deferral / active EE | $1,364 | $6,469-78.9% | $5,602-75.7% | $6,400-78.7% |
| Admin fee / account holder | $596 | $13,584-95.6% | $10,323-94.2% | $11,426-94.8% |