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 9-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 | $30,118 | $94,529-68.1% | $140,016-78.5% | $64,186-53.1% |
| Participation rate | 16.0% | 84.1%-68.1pp | 87.5%-71.5pp | 69.6%-53.6pp |
| Annual return | -4.48% | 7.77%-12.3pp | 651.12%-655.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $711 | $5,250-86.5% | $6,927-89.7% | $3,470-79.5% |
| Admin fee / account holder | $8,662 | $6,741+28.5% | $10,705-19.1% | $4,888+77.2% |