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 7-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 | $12,553 | $59,805-79.0% | $79,550-84.2% | $68,494-81.7% |
| Participation rate | 22.6% | 61.1%-38.5pp | 69.5%-46.9pp | 67.9%-45.3pp |
| Annual return | -18.67% | -12.30%-6.4pp | 0.16%-18.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,101 | $3,024-63.6% | $3,985-72.4% | $4,027-72.7% |
| Admin fee / account holder | $362 | $4,835-92.5% | $6,832-94.7% | $5,403-93.3% |