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 | $16,110 | $92,222-82.5% | $76,768-79.0% | $135,375-88.1% |
| Participation rate | 35.7% | 79.8%-44.1pp | 77.0%-41.2pp | 82.6%-46.9pp |
| Annual return | -6.00% | 5.46%-11.5pp | 2.43%-8.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $580 | $3,216-82.0% | $2,485-76.7% | $4,779-87.9% |
| Participant deferral / active EE | $970 | $4,509-78.5% | $3,852-74.8% | $5,609-82.7% |
| Admin fee / account holder | $647 | $10,748-94.0% | $6,675-90.3% | $10,827-94.0% |