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 | $20,209 | $61,660-67.2% | $80,019-74.7% | $64,186-68.5% |
| Participation rate | 68.8% | 71.7%-2.9pp | 75.8%-7.1pp | 69.6%-0.8pp |
| Annual return | -6.60% | -0.33%-6.3pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $872 | $1,810-51.9% | $2,468-64.7% | $2,381-63.4% |
| Participant deferral / active EE | $1,284 | $2,968-56.7% | $3,686-65.2% | $3,470-63.0% |
| Admin fee / account holder | $1,219 | $5,417-77.5% | $6,521-81.3% | $4,888-75.1% |