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 | $14,432 | $61,660-76.6% | $80,019-82.0% | $64,186-77.5% |
| Participation rate | 16.7% | 71.7%-55.0pp | 75.8%-59.2pp | 69.6%-52.9pp |
| Annual return | -7.29% | -0.33%-7.0pp | 11.22%-18.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $616 | $2,968-79.2% | $3,686-83.3% | $3,470-82.2% |
| Admin fee / account holder | $423 | $5,417-92.2% | $6,521-93.5% | $4,888-91.4% |