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 | $14,534 | $59,805-75.7% | $79,550-81.7% | $68,494-78.8% |
| Participation rate | 67.1% | 61.1%+6.0pp | 69.5%-2.4pp | 67.9%-0.8pp |
| Annual return | -14.34% | -12.30%-2.0pp | 0.16%-14.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,067 | $3,024-64.7% | $3,985-73.2% | $4,027-73.5% |
| Admin fee / account holder | $1,955 | $4,835-59.6% | $6,832-71.4% | $5,403-63.8% |