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 | $5,574 | $64,707-91.4% | $112,228-95.0% | $68,494-91.9% |
| Participation rate | 54.7% | 67.2%-12.4pp | 75.1%-20.3pp | 67.9%-13.2pp |
| Annual return | -18.44% | -11.40%-7.0pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $690 | $3,565-80.6% | $4,728-85.4% | $4,027-82.9% |
| Admin fee / account holder | $8,532 | $5,232+63.1% | $6,410+33.1% | $5,403+57.9% |