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 | $9,926 | $82,664-88.0% | $125,339-92.1% | $68,494-85.5% |
| Participation rate | 14.9% | 75.0%-60.1pp | 82.4%-67.5pp | 67.9%-53.0pp |
| Annual return | 7.18% | -5.97%+13.1pp | 572.05%-564.9pp | -7.84%+15.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $888 | $6,110-85.5% | $7,446-88.1% | $4,027-78.0% |
| Admin fee / account holder | $2,031 | $6,275-67.6% | $10,010-79.7% | $5,403-62.4% |