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 | $9,814 | $43,723-77.6% | $121,196-91.9% | $64,186-84.7% |
| Participation rate | 6.3% | 58.3%-52.1pp | 71.7%-65.5pp | 69.6%-63.3pp |
| Annual return | -6.30% | 68.91%-75.2pp | 16.93%-23.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $311 | $2,280-86.4% | $3,344-90.7% | $3,470-91.0% |
| Admin fee / account holder | $404 | $3,501-88.5% | $5,019-91.9% | $4,888-91.7% |