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 | $14,727 | $110,094-86.6% | $151,611-90.3% | $68,494-78.5% |
| Participation rate | 22.9% | 84.0%-61.1pp | 87.5%-64.6pp | 67.9%-45.0pp |
| Annual return | -12.52% | -10.12%-2.4pp | 3.33%-15.9pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $240 | $6,527-96.3% | $8,363-97.1% | $4,027-94.0% |
| Admin fee / account holder | $3,149 | $7,719-59.2% | $11,616-72.9% | $5,403-41.7% |