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 | $11,189 | $69,010-83.8% | $159,960-93.0% | $68,494-83.7% |
| Participation rate | 37.9% | 65.4%-27.5pp | 78.0%-40.0pp | 67.9%-30.0pp |
| Annual return | -16.38% | -9.65%-6.7pp | 408.60%-425.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $458 | $4,212-89.1% | $6,182-92.6% | $4,027-88.6% |
| Admin fee / account holder | $1,715 | $4,798-64.3% | $8,698-80.3% | $5,403-68.3% |