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 | $16,235 | $81,900-80.2% | $119,609-86.4% | $68,494-76.3% |
| Participation rate | 69.0% | 71.9%-2.8pp | 79.3%-10.2pp | 67.9%+1.2pp |
| Annual return | -14.62% | -23.82%+9.2pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $822 | $2,693-69.5% | $4,232-80.6% | $2,596-68.3% |
| Participant deferral / active EE | $1,379 | $4,148-66.8% | $5,602-75.4% | $4,027-65.8% |
| Admin fee / account holder | $3,664 | $6,582-44.3% | $10,323-64.5% | $5,403-32.2% |