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 | $10,384 | $82,664-87.4% | $125,339-91.7% | $68,494-84.8% |
| Participation rate | 68.4% | 75.0%-6.6pp | 82.4%-13.9pp | 67.9%+0.5pp |
| Annual return | -17.11% | -5.97%-11.1pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,855 | $3,381-15.6% | $4,814-40.7% | $2,596+10.0% |
| Participant deferral / active EE | $1,759 | $6,110-71.2% | $7,446-76.4% | $4,027-56.3% |
| Admin fee / account holder | $3,307 | $6,275-47.3% | $10,010-67.0% | $5,403-38.8% |