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 | $6,108 | $54,726-88.8% | $68,793-91.1% | $64,186-90.5% |
| Participation rate | 47.4% | 68.0%-20.6pp | 72.2%-24.8pp | 69.6%-22.1pp |
| Annual return | -6.42% | -1.62%-4.8pp | -4.63%-1.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $336 | $1,846-81.8% | $2,625-87.2% | $2,381-85.9% |
| Participant deferral / active EE | $683 | $2,626-74.0% | $3,311-79.4% | $3,470-80.3% |
| Admin fee / account holder | $650 | $4,027-83.9% | $5,131-87.3% | $4,888-86.7% |