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 | $11,694 | $44,850-73.9% | $60,547-80.7% | $59,632-80.4% |
| Participation rate | 24.2% | 59.5%-35.2pp | 68.0%-43.7pp | 68.7%-44.4pp |
| Annual return | -2.17% | 1074.14%-1076.3pp | 335.64%-337.8pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $229 | $2,230-89.7% | $3,328-93.1% | $3,192-92.8% |
| Admin fee / account holder | $569 | $3,635-84.3% | $4,536-87.5% | $4,297-86.8% |