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 7-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 | $10,910 | $65,061-83.2% | $143,757-92.4% | $66,914-83.7% |
| Participation rate | 22.5% | 65.2%-42.7pp | 80.3%-57.8pp | 69.8%-47.3pp |
| Annual return | -17.43% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $714 | $2,919-75.5% | $5,637-87.3% | $4,237-83.2% |
| Admin fee / account holder | $359 | $502-28.6% | $14,673-97.6% | $593-39.6% |