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 | $17,066 | $84,487-79.8% | $125,339-86.4% | $66,914-74.5% |
| Participation rate | 54.9% | 76.4%-21.5pp | 82.4%-27.5pp | 69.8%-14.9pp |
| Annual return | -12.78% | -8.39%-4.4pp | 572.05%-584.8pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,328 | $3,553-62.6% | $4,814-72.4% | $2,544-47.8% |
| Participant deferral / active EE | $2,387 | $6,781-64.8% | $7,446-67.9% | $4,237-43.7% |
| Admin fee / account holder | $900 | $685+31.4% | $10,010-91.0% | $593+51.7% |