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 | $14,910 | $59,805-75.1% | $79,550-81.3% | $68,494-78.2% |
| Participation rate | 44.1% | 61.1%-16.9pp | 69.5%-25.4pp | 67.9%-23.8pp |
| Annual return | -17.40% | -12.30%-5.1pp | 0.16%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $465 | $1,505-69.1% | $2,413-80.7% | $2,596-82.1% |
| Participant deferral / active EE | $1,055 | $3,024-65.1% | $3,985-73.5% | $4,027-73.8% |
| Admin fee / account holder | $9,416 | $4,835+94.8% | $6,832+37.8% | $5,403+74.3% |