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 | $11,476 | $82,664-86.1% | $125,339-90.8% | $68,494-83.2% |
| Participation rate | 40.8% | 75.0%-34.3pp | 82.4%-41.6pp | 67.9%-27.1pp |
| Annual return | -13.52% | -5.97%-7.5pp | 572.05%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,150 | $3,381-66.0% | $4,814-76.1% | $2,596-55.7% |
| Participant deferral / active EE | $2,448 | $6,110-59.9% | $7,446-67.1% | $4,027-39.2% |
| Admin fee / account holder | $1,524 | $6,275-75.7% | $10,010-84.8% | $5,403-71.8% |