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 | $18,491 | $54,380-66.0% | $68,509-73.0% | $59,632-69.0% |
| Participation rate | 7.1% | 70.2%-63.0pp | 74.7%-67.6pp | 68.7%-61.5pp |
| Annual return | -1.48% | 2.83%-4.3pp | 8.27%-9.8pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $171 | $2,643-93.5% | $3,382-94.9% | $3,192-94.6% |
| Admin fee / account holder | $2,862 | $3,885-26.3% | $5,275-45.7% | $4,297-33.4% |