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 | $10,715 | $62,586-82.9% | $76,768-86.0% | $64,186-83.3% |
| Participation rate | 46.7% | 72.8%-26.1pp | 77.0%-30.3pp | 69.6%-22.9pp |
| Annual return | -6.21% | -1.95%-4.3pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $444 | $1,832-75.8% | $2,485-82.1% | $2,381-81.3% |
| Participant deferral / active EE | $688 | $3,145-78.1% | $3,852-82.1% | $3,470-80.2% |
| Admin fee / account holder | $464 | $4,667-90.1% | $6,675-93.0% | $4,888-90.5% |