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 | $7,376 | $45,865-83.9% | $40,757-81.9% | $125,391-94.1% |
| Participation rate | 52.9% | 84.2%-31.2pp | 79.3%-26.3pp | 83.2%-30.2pp |
| Annual return | -2.99% | -1.32%-1.7pp | -0.50%-2.5pp | 282.22%-285.2pp |
| Employer contribution / active EE | $0 | $3,697-100.0% | $3,004-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,174 | $4,199-72.0% | $3,485-66.3% | $5,352-78.1% |
| Admin fee / account holder | $4,248 | $5,763-26.3% | $4,272-0.6% | $9,540-55.5% |