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 | $17,428 | $56,199-69.0% | $67,652-74.2% | $59,632-70.8% |
| Participation rate | 62.2% | 71.5%-9.3pp | 75.7%-13.5pp | 68.7%-6.5pp |
| Annual return | -1.62% | 18505.31%-18506.9pp | 6625.04%-6626.7pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $601 | $2,844-78.9% | $3,560-83.1% | $3,192-81.2% |
| Admin fee / account holder | $672 | $3,958-83.0% | $4,821-86.1% | $4,297-84.4% |