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 5-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 | $13,270 | $142,344-90.7% | $119,609-88.9% | $134,475-90.1% |
| Participation rate | 55.0% | 82.8%-27.8pp | 79.3%-24.3pp | 81.2%-26.2pp |
| Annual return | -12.52% | -12.44%-0.1pp | -14.97%+2.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,116 | $5,222-78.6% | $4,232-73.6% | $4,740-76.5% |
| Participant deferral / active EE | $1,903 | $6,469-70.6% | $5,602-66.0% | $6,400-70.3% |
| Admin fee / account holder | $675 | $13,584-95.0% | $10,323-93.5% | $11,426-94.1% |