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 | $5,961 | $59,107-89.9% | $86,436-93.1% | $68,494-91.3% |
| Participation rate | 63.8% | 75.2%-11.4pp | 80.3%-16.5pp | 67.9%-4.1pp |
| Annual return | -17.70% | -0.23%-17.5pp | 4394.89%-4412.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $347 | $2,519-86.2% | $3,769-90.8% | $2,596-86.6% |
| Participant deferral / active EE | $1,868 | $5,901-68.4% | $6,952-73.1% | $4,027-53.6% |
| Admin fee / account holder | $1,324 | $5,637-76.5% | $6,731-80.3% | $5,403-75.5% |