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 4-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 | $14,945 | $72,607-79.4% | $90,749-83.5% | $66,914-77.7% |
| Participation rate | 58.7% | 73.7%-14.9pp | 75.7%-17.0pp | 69.8%-11.1pp |
| Annual return | -14.49% | -12.28%-2.2pp | -12.16%-2.3pp | 1.58%-16.1pp |
| Employer contribution / active EE | $927 | $2,369-60.9% | $2,921-68.3% | $2,544-63.6% |
| Participant deferral / active EE | $1,752 | $3,977-55.9% | $4,564-61.6% | $4,237-58.6% |
| Admin fee / account holder | $865 | $707+22.3% | $8,445-89.8% | $593+45.8% |