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 7-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 | $10,258 | $82,664-87.6% | $125,339-91.8% | $68,494-85.0% |
| Participation rate | 42.4% | 75.0%-32.6pp | 82.4%-39.9pp | 67.9%-25.5pp |
| Annual return | -10.55% | -5.97%-4.6pp | 572.05%-582.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,141 | $3,381-66.3% | $4,814-76.3% | $2,596-56.1% |
| Participant deferral / active EE | $1,587 | $6,110-74.0% | $7,446-78.7% | $4,027-60.6% |
| Admin fee / account holder | $346 | $6,275-94.5% | $10,010-96.5% | $5,403-93.6% |