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 6-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 | $5,089 | $73,004-93.0% | $90,749-94.4% | $68,494-92.6% |
| Participation rate | 58.6% | 70.8%-12.2pp | 75.7%-17.1pp | 67.9%-9.3pp |
| Annual return | -17.86% | -13.81%-4.0pp | -12.16%-5.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $680 | $2,193-69.0% | $2,921-76.7% | $2,596-73.8% |
| Participant deferral / active EE | $1,180 | $3,627-67.5% | $4,564-74.1% | $4,027-70.7% |
| Admin fee / account holder | $1,087 | $5,896-81.6% | $8,445-87.1% | $5,403-79.9% |