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 5-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 | $5,948 | $51,197-88.4% | $82,719-92.8% | $66,914-91.1% |
| Participation rate | 13.2% | 67.8%-54.7pp | 72.6%-59.4pp | 69.8%-56.6pp |
| Annual return | -11.48% | -9.64%-1.8pp | 701.18%-712.7pp | 1.58%-13.1pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $499 | $3,458-85.6% | $4,395-88.6% | $4,237-88.2% |
| Admin fee / account holder | $980 | $416+135.9% | $5,329-81.6% | $593+65.3% |