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 | $3,930 | $76,000-94.8% | $154,107-97.4% | $64,186-93.9% |
| Participation rate | 21.7% | 70.4%-48.7pp | 83.0%-61.3pp | 69.6%-47.8pp |
| Annual return | 0.26% | 30.32%-30.1pp | 735.12%-734.9pp | 7.63%-7.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $745 | $3,175-76.5% | $5,081-85.3% | $3,470-78.5% |
| Admin fee / account holder | $18,982 | $5,596+239.2% | $13,411+41.5% | $4,888+288.3% |