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 8-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 | $9,021 | $59,805-84.9% | $79,550-88.7% | $68,494-86.8% |
| Participation rate | 45.8% | 61.1%-15.2pp | 69.5%-23.7pp | 67.9%-22.1pp |
| Annual return | -16.92% | -12.30%-4.6pp | 0.16%-17.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $323 | $1,505-78.5% | $2,413-86.6% | $2,596-87.5% |
| Participant deferral / active EE | $864 | $3,024-71.4% | $3,985-78.3% | $4,027-78.5% |
| Admin fee / account holder | $996 | $4,835-79.4% | $6,832-85.4% | $5,403-81.6% |