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 | $22,778 | $72,404-68.5% | $110,238-79.3% | $64,186-64.5% |
| Participation rate | 37.7% | 73.3%-35.6pp | 79.8%-42.1pp | 69.6%-31.9pp |
| Annual return | -5.06% | -6.29%+1.2pp | 314.74%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $773 | $2,282-66.1% | $3,826-79.8% | $2,381-67.5% |
| Participant deferral / active EE | $1,482 | $3,469-57.3% | $4,672-68.3% | $3,470-57.3% |
| Admin fee / account holder | $3,296 | $5,664-41.8% | $8,547-61.4% | $4,888-32.6% |