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 9-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 | $18,690 | $73,004-74.4% | $90,749-79.4% | $68,494-72.7% |
| Participation rate | 69.2% | 70.8%-1.6pp | 75.7%-6.5pp | 67.9%+1.3pp |
| Annual return | -13.85% | -13.81%0pp | -12.16%-1.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,382 | $2,193-37.0% | $2,921-52.7% | $2,596-46.8% |
| Participant deferral / active EE | $1,275 | $3,627-64.9% | $4,564-72.1% | $4,027-68.3% |
| Admin fee / account holder | $641 | $5,896-89.1% | $8,445-92.4% | $5,403-88.1% |