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 | $10,547 | $92,222-88.6% | $76,768-86.3% | $135,375-92.2% |
| Participation rate | 47.6% | 79.8%-32.1pp | 77.0%-29.3pp | 82.6%-35.0pp |
| Annual return | -1.13% | 5.46%-6.6pp | 2.43%-3.6pp | 519.73%-520.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $491 | $4,509-89.1% | $3,852-87.2% | $5,609-91.2% |
| Admin fee / account holder | $4,879 | $10,748-54.6% | $6,675-26.9% | $10,827-54.9% |