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 | $17,907 | $72,404-75.3% | $110,238-83.8% | $64,186-72.1% |
| Participation rate | 39.0% | 73.3%-34.3pp | 79.8%-40.8pp | 69.6%-30.5pp |
| Annual return | -7.51% | -6.29%-1.2pp | 314.74%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $804 | $2,282-64.8% | $3,826-79.0% | $2,381-66.2% |
| Participant deferral / active EE | $1,381 | $3,469-60.2% | $4,672-70.4% | $3,470-60.2% |
| Admin fee / account holder | $7,566 | $5,664+33.6% | $8,547-11.5% | $4,888+54.8% |