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 | $5,519 | $49,177-88.8% | $79,464-93.1% | $64,186-91.4% |
| Participation rate | 63.6% | 65.0%-1.4pp | 73.3%-9.7pp | 69.6%-5.9pp |
| Annual return | -4.52% | -1.16%-3.4pp | 718.14%-722.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $770 | $2,821-72.7% | $3,704-79.2% | $3,470-77.8% |
| Admin fee / account holder | $727 | $3,839-81.1% | $5,113-85.8% | $4,888-85.1% |