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 4-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 | $8,965 | $82,664-89.2% | $125,339-92.8% | $68,494-86.9% |
| Participation rate | 40.7% | 75.0%-34.3pp | 82.4%-41.6pp | 67.9%-27.1pp |
| Annual return | 10.29% | -5.97%+16.3pp | 572.05%-561.8pp | -7.84%+18.1pp |
| Employer contribution / active EE | $933 | $3,381-72.4% | $4,814-80.6% | $2,596-64.1% |
| Participant deferral / active EE | $1,979 | $6,110-67.6% | $7,446-73.4% | $4,027-50.9% |
| Admin fee / account holder | $380 | $6,275-94.0% | $10,010-96.2% | $5,403-93.0% |