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 | $16,287 | $82,664-80.3% | $125,339-87.0% | $68,494-76.2% |
| Participation rate | 51.4% | 75.0%-23.7pp | 82.4%-31.0pp | 67.9%-16.5pp |
| Annual return | -16.73% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $697 | $3,381-79.4% | $4,814-85.5% | $2,596-73.1% |
| Participant deferral / active EE | $1,013 | $6,110-83.4% | $7,446-86.4% | $4,027-74.9% |
| Admin fee / account holder | $1,667 | $6,275-73.4% | $10,010-83.3% | $5,403-69.1% |