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 | $4,715 | $72,404-93.5% | $110,238-95.7% | $64,186-92.7% |
| Participation rate | 42.5% | 73.3%-30.8pp | 79.8%-37.3pp | 69.6%-27.1pp |
| Annual return | -2.72% | -6.29%+3.6pp | 314.74%-317.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $406 | $3,469-88.3% | $4,672-91.3% | $3,470-88.3% |
| Admin fee / account holder | $1,920 | $5,664-66.1% | $8,547-77.5% | $4,888-60.7% |