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 | $9,489 | $57,354-83.5% | $83,848-88.7% | $64,186-85.2% |
| Participation rate | 34.8% | 68.6%-33.8pp | 76.1%-41.4pp | 69.6%-34.8pp |
| Annual return | -8.33% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $566 | $2,545-77.8% | $3,631-84.4% | $2,381-76.2% |
| Participant deferral / active EE | $884 | $2,993-70.5% | $4,082-78.4% | $3,470-74.5% |
| Admin fee / account holder | $989 | $4,046-75.6% | $5,478-81.9% | $4,888-79.8% |