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 7-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 | $13,778 | $82,664-83.3% | $125,339-89.0% | $68,494-79.9% |
| Participation rate | 13.4% | 75.0%-61.6pp | 82.4%-69.0pp | 67.9%-54.5pp |
| Annual return | -18.86% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,445 | $6,110-76.3% | $7,446-80.6% | $4,027-64.1% |
| Admin fee / account holder | $5,027 | $6,275-19.9% | $10,010-49.8% | $5,403-7.0% |