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 | $13,596 | $61,660-77.9% | $80,019-83.0% | $64,186-78.8% |
| Participation rate | 61.4% | 71.7%-10.2pp | 75.8%-14.4pp | 69.6%-8.1pp |
| Annual return | -5.14% | -0.33%-4.8pp | 11.22%-16.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $449 | $1,810-75.2% | $2,468-81.8% | $2,381-81.1% |
| Participant deferral / active EE | $1,260 | $2,968-57.5% | $3,686-65.8% | $3,470-63.7% |
| Admin fee / account holder | $9,915 | $5,417+83.0% | $6,521+52.0% | $4,888+102.8% |