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 | $4,161 | $54,726-92.4% | $68,793-94.0% | $64,186-93.5% |
| Participation rate | 23.3% | 68.0%-44.8pp | 72.2%-49.0pp | 69.6%-46.3pp |
| Annual return | -3.58% | -1.62%-2.0pp | -4.63%+1.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $122 | $2,626-95.4% | $3,311-96.3% | $3,470-96.5% |
| Admin fee / account holder | $1,807 | $4,027-55.1% | $5,131-64.8% | $4,888-63.0% |