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 3-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 | $4,346 | $59,107-92.6% | $86,436-95.0% | $68,494-93.7% |
| Participation rate | 31.9% | 75.2%-43.3pp | 80.3%-48.4pp | 67.9%-35.9pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $511 | $2,519-79.7% | $3,769-86.4% | $2,596-80.3% |
| Participant deferral / active EE | $947 | $5,901-84.0% | $6,952-86.4% | $4,027-76.5% |
| Admin fee / account holder | $1,399 | $5,637-75.2% | $6,731-79.2% | $5,403-74.1% |