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 8-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 | $18,093 | $82,664-78.1% | $125,339-85.6% | $68,494-73.6% |
| Participation rate | 48.5% | 75.0%-26.6pp | 82.4%-33.9pp | 67.9%-19.4pp |
| Annual return | -17.48% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,111 | $3,381-67.1% | $4,814-76.9% | $2,596-57.2% |
| Participant deferral / active EE | $2,436 | $6,110-60.1% | $7,446-67.3% | $4,027-39.5% |
| Admin fee / account holder | $912 | $6,275-85.5% | $10,010-90.9% | $5,403-83.1% |