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 | $12,551 | $72,177-82.6% | $115,037-89.1% | $59,632-79.0% |
| Participation rate | 67.2% | 72.6%-5.4pp | 81.4%-14.2pp | 68.7%-1.5pp |
| Annual return | -0.10% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,530 | $2,841-46.1% | $4,608-66.8% | $2,203-30.5% |
| Participant deferral / active EE | $1,863 | $4,783-61.0% | $6,026-69.1% | $3,192-41.6% |
| Admin fee / account holder | $999 | $4,927-79.7% | $8,175-87.8% | $4,297-76.8% |