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 | $11,197 | $107,791-89.6% | $90,645-87.6% | $135,375-91.7% |
| Participation rate | 21.4% | 78.0%-56.6pp | 74.0%-52.6pp | 82.6%-61.2pp |
| Annual return | -4.77% | -0.90%-3.9pp | 1.88%-6.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $258 | $3,018-91.5% | $2,532-89.8% | $4,779-94.6% |
| Participant deferral / active EE | $260 | $3,872-93.3% | $3,425-92.4% | $5,609-95.4% |
| Admin fee / account holder | $1,602 | $5,930-73.0% | $4,994-67.9% | $10,827-85.2% |