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 6-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 | $7,117 | $54,193-86.9% | $93,606-92.4% | $77,643-90.8% |
| Participation rate | 0.8% | 63.9%-63.1pp | 68.7%-67.9pp | 70.6%-69.8pp |
| Annual return | 14.08% | 30.54%-16.5pp | 133.20%-119.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $39 | $3,144-98.8% | $4,411-99.1% | $4,647-99.2% |
| Admin fee / account holder | $16,421 | $576+2753.1% | $8,285+98.2% | $430+3715.2% |