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 6-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 | $19,362 | $84,487-77.1% | $125,339-84.6% | $66,914-71.1% |
| Participation rate | 58.8% | 76.4%-17.6pp | 82.4%-23.5pp | 69.8%-11.0pp |
| Annual return | 0.30% | -8.39%+8.7pp | 572.05%-571.8pp | 1.58%-1.3pp |
| Employer contribution / active EE | $972 | $3,553-72.6% | $4,814-79.8% | $2,544-61.8% |
| Participant deferral / active EE | $2,459 | $6,781-63.7% | $7,446-67.0% | $4,237-42.0% |
| Admin fee / account holder | $3,367 | $685+391.5% | $10,010-66.4% | $593+467.5% |