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 | $18,111 | $138,065-86.9% | $123,544-85.3% | $135,375-86.6% |
| Participation rate | 47.6% | 84.7%-37.1pp | 82.3%-34.7pp | 82.6%-35.0pp |
| Annual return | -7.19% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,158 | $5,151-77.5% | $4,628-75.0% | $4,779-75.8% |
| Participant deferral / active EE | $1,783 | $6,799-73.8% | $6,426-72.2% | $5,609-68.2% |
| Admin fee / account holder | $2,805 | $10,916-74.3% | $9,284-69.8% | $10,827-74.1% |