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 | $9,707 | $76,000-87.2% | $154,107-93.7% | $64,186-84.9% |
| Participation rate | 34.6% | 70.4%-35.8pp | 83.0%-48.4pp | 69.6%-35.0pp |
| Annual return | -3.15% | 30.32%-33.5pp | 735.12%-738.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $695 | $3,175-78.1% | $5,081-86.3% | $3,470-80.0% |
| Admin fee / account holder | $3,086 | $5,596-44.9% | $13,411-77.0% | $4,888-36.9% |