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 6-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 | $5,613 | $105,860-94.7% | $90,749-93.8% | $134,475-95.8% |
| Participation rate | 61.5% | 78.2%-16.7pp | 75.7%-14.2pp | 81.2%-19.7pp |
| Annual return | -20.32% | -11.01%-9.3pp | -12.16%-8.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $975 | $3,462-71.8% | $2,921-66.6% | $4,740-79.4% |
| Participant deferral / active EE | $1,358 | $5,216-74.0% | $4,564-70.2% | $6,400-78.8% |
| Admin fee / account holder | $593 | $13,938-95.7% | $8,445-93.0% | $11,426-94.8% |