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 | $14,140 | $167,307-91.5% | $143,757-90.2% | $134,475-89.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -9.41% | 0.46%-9.9pp | -0.04%-9.4pp | 417.96%-427.4pp |
| Employer contribution / active EE | $1,189 | $5,619-78.8% | $4,951-76.0% | $4,740-74.9% |
| Participant deferral / active EE | $680 | $6,446-89.5% | $5,637-87.9% | $6,400-89.4% |
| Admin fee / account holder | $784 | $18,088-95.7% | $14,673-94.7% | $11,426-93.1% |