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 | $9,876 | $56,199-82.4% | $67,652-85.4% | $59,632-83.4% |
| Participation rate | 60.2% | 71.5%-11.2pp | 75.7%-15.4pp | 68.7%-8.4pp |
| Annual return | -0.31% | 18505.31%-18505.6pp | 6625.04%-6625.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $342 | $1,614-78.8% | $2,266-84.9% | $2,203-84.5% |
| Participant deferral / active EE | $956 | $2,844-66.4% | $3,560-73.1% | $3,192-70.0% |
| Admin fee / account holder | $3,815 | $3,958-3.6% | $4,821-20.9% | $4,297-11.2% |