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 | $12,312 | $71,883-82.9% | $86,677-85.8% | $68,494-82.0% |
| Participation rate | 51.2% | 72.2%-21.1pp | 76.6%-25.4pp | 67.9%-16.7pp |
| Annual return | -17.62% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $862 | $2,173-60.3% | $2,836-69.6% | $2,596-66.8% |
| Participant deferral / active EE | $1,273 | $3,779-66.3% | $4,656-72.7% | $4,027-68.4% |
| Admin fee / account holder | $1,000 | $6,112-83.6% | $7,493-86.7% | $5,403-81.5% |