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 | $16,351 | $57,354-71.5% | $83,848-80.5% | $64,186-74.5% |
| Participation rate | 40.9% | 68.6%-27.7pp | 76.1%-35.2pp | 69.6%-28.7pp |
| Annual return | -7.39% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,010 | $2,545-60.3% | $3,631-72.2% | $2,381-57.6% |
| Participant deferral / active EE | $817 | $2,993-72.7% | $4,082-80.0% | $3,470-76.5% |
| Admin fee / account holder | $2,843 | $4,046-29.7% | $5,478-48.1% | $4,888-41.8% |