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 | $13,798 | $56,484-75.6% | $169,463-91.9% | $64,186-78.5% |
| Participation rate | 22.7% | 64.5%-41.8pp | 77.8%-55.1pp | 69.6%-46.8pp |
| Annual return | -5.12% | -1.55%-3.6pp | 1.83%-6.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $496 | $1,832-72.9% | $4,159-88.1% | $2,381-79.2% |
| Participant deferral / active EE | $678 | $3,448-80.3% | $5,277-87.1% | $3,470-80.4% |
| Admin fee / account holder | $6,060 | $4,174+45.2% | $9,109-33.5% | $4,888+24.0% |