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 | $15,530 | $50,958-69.5% | $74,550-79.2% | $64,186-75.8% |
| Participation rate | 34.4% | 61.1%-26.6pp | 69.1%-34.7pp | 69.6%-35.1pp |
| Annual return | -4.92% | -1.86%-3.1pp | 32.53%-37.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $827 | $2,301-64.1% | $3,108-73.4% | $3,470-76.2% |
| Admin fee / account holder | $1,773 | $4,223-58.0% | $5,060-65.0% | $4,888-63.7% |