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 9-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 | $7,065 | $53,162-86.7% | $91,220-92.3% | $68,494-89.7% |
| Participation rate | 28.6% | 63.2%-34.6pp | 73.2%-44.6pp | 67.9%-39.3pp |
| Annual return | 0.31% | -3.14%+3.4pp | 114.01%-113.7pp | -7.84%+8.2pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $138 | $2,974-95.4% | $4,234-96.7% | $4,027-96.6% |
| Admin fee / account holder | $3,247 | $4,493-27.7% | $5,420-40.1% | $5,403-39.9% |