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 | $14,242 | $43,723-67.4% | $121,196-88.2% | $64,186-77.8% |
| Participation rate | 9.1% | 58.3%-49.2pp | 71.7%-62.7pp | 69.6%-60.5pp |
| Annual return | -2.10% | 68.91%-71.0pp | 16.93%-19.0pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $181 | $2,280-92.1% | $3,344-94.6% | $3,470-94.8% |
| Admin fee / account holder | $24,869 | $3,501+610.3% | $5,019+395.5% | $4,888+408.8% |